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 | $14,428 | $180,449-92.0% | $154,107-90.6% | $135,375-89.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.57% | 888.09%-881.5pp | 735.12%-728.6pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,506 | $6,035-75.0% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $2,534 | $5,806-56.4% | $5,081-50.1% | $5,609-54.8% |
| Admin fee / account holder | $171 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |