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 | $17,390 | $105,181-83.5% | $159,436-89.1% | $85,850-79.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 19.43% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,406 | $3,318-57.6% | $4,829-70.9% | $2,565-45.2% |
| Participant deferral / active EE | $2,722 | $5,945-54.2% | $7,352-63.0% | $3,952-31.1% |
| Admin fee / account holder | $101 | $6,933-98.5% | $10,799-99.1% | $6,260-98.4% |