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 7-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 | $15,986 | $142,405-88.8% | $115,157-86.1% | $152,861-89.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,784 | $4,010-55.5% | $3,179-43.9% | $4,762-62.5% |
| Participant deferral / active EE | $11,456 | $5,164+121.8% | $4,168+174.8% | $5,850+95.8% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,596-99.9% |