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 5-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 | $13,613 | $209,832-93.5% | $189,513-92.8% | $167,490-91.9% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 29.47% | 748.27%-718.8pp | 555.15%-525.7pp | 478.56%-449.1pp |
| Employer contribution / active EE | $3,725 | $6,914-46.1% | $6,162-39.5% | $4,837-23.0% |
| Participant deferral / active EE | $4,850 | $8,935-45.7% | $8,221-41.0% | $6,341-23.5% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |