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 | $11,839 | $118,849-90.0% | $96,562-87.7% | $167,490-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.44% | 50.49%-27.1pp | 37.78%-14.3pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,935 | $3,120-38.0% | $2,356-17.9% | $4,837-60.0% |
| Participant deferral / active EE | $5,653 | $4,616+22.5% | $3,849+46.9% | $6,341-10.9% |
| Admin fee / account holder | $107 | $8,065-98.7% | $6,181-98.3% | $12,309-99.1% |