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 | $32,976 | $183,963-82.1% | $162,163-79.7% | $152,861-78.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 28.14% | 150.76%-122.6pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,744 | $6,371-25.5% | $5,614-15.5% | $4,762-0.4% |
| Participant deferral / active EE | $9,040 | $8,034+12.5% | $7,298+23.9% | $5,850+54.5% |
| Admin fee / account holder | $186 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |