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 | $23,003 | $98,750-76.7% | $149,696-84.6% | $79,858-71.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 26.62% | 27.43%-0.8pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $2,497 | $3,216-22.4% | $4,644-46.2% | $2,471+1.1% |
| Participant deferral / active EE | $4,172 | $5,680-26.5% | $6,842-39.0% | $3,740+11.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |