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 | $18,529 | $112,096-83.5% | $95,952-80.7% | $158,922-88.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 166.63% | 171.09%-4.5pp | 91.61%+75.0pp | 302.83%-136.2pp |
| Employer contribution / active EE | $2,099 | $3,198-34.4% | $2,541-17.4% | $4,761-55.9% |
| Participant deferral / active EE | $8,927 | $4,784+86.6% | $4,167+114.2% | $5,982+49.2% |
| Admin fee / account holder | $95 | $10,130-99.1% | $6,795-98.6% | $11,246-99.2% |