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 9-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 | $14,783 | $105,859-86.0% | $90,160-83.6% | $147,584-90.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 26.11% | 37.63%-11.5pp | 34.88%-8.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,605 | $4,126-61.1% | $3,318-51.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,488 | $5,733-56.6% | $5,288-53.0% | $5,439-54.3% |
| Admin fee / account holder | $67 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |