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 10-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 | $10,012 | $50,958-80.4% | $74,550-86.6% | $64,186-84.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 26.86% | -1.86%+28.7pp | 32.53%-5.7pp | 7.63%+19.2pp |
| Employer contribution / active EE | $500 | $1,115-55.2% | $1,961-74.5% | $2,381-79.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $273 | $4,223-93.5% | $5,060-94.6% | $4,888-94.4% |