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 | $13,846 | $107,334-87.1% | $92,893-85.1% | $152,861-90.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.83% | 145.58%-115.7pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,538 | $4,221-63.6% | $3,653-57.9% | $4,762-67.7% |
| Participant deferral / active EE | $2,600 | $4,845-46.3% | $4,236-38.6% | $5,850-55.6% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |