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 | $13,439 | $83,477-83.9% | $125,175-89.3% | $72,985-81.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.66% | 25.78%-8.1pp | 43.79%-26.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,893 | $2,345+23.4% | $3,865-25.2% | $2,440+18.6% |
| Participant deferral / active EE | $3,094 | $3,585-13.7% | $4,937-37.3% | $3,607-14.2% |
| Admin fee / account holder | $291 | $5,517-94.7% | $9,702-97.0% | $5,124-94.3% |