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 6-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 | $18,723 | $217,402-91.4% | $185,823-89.9% | $167,490-88.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 30.76% | 148.36%-117.6pp | 122.05%-91.3pp | 478.56%-447.8pp |
| Employer contribution / active EE | $3,697 | $5,873-37.1% | $5,167-28.5% | $4,837-23.6% |
| Participant deferral / active EE | $8,539 | $6,356+34.3% | $5,568+53.4% | $6,341+34.7% |
| Admin fee / account holder | $7 | $19,811-100.0% | $16,237-100.0% | $12,309-99.9% |