See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,921 | $109,359-86.4% | $162,163-90.8% | $72,985-79.6% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 37.61% | 25.46%+12.1pp | 115.59%-78.0pp | 81.00%-43.4pp |
| Employer contribution / active EE | $1,870 | $3,907-52.1% | $5,614-66.7% | $2,440-23.4% |
| Participant deferral / active EE | $6,420 | $5,481+17.1% | $7,298-12.0% | $3,607+78.0% |
| Admin fee / account holder | $201 | $7,972-97.5% | $10,843-98.1% | $5,124-96.1% |