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 | $12,749 | $101,724-87.5% | $164,813-92.3% | $80,856-84.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.08% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $969 | $2,953-67.2% | $4,341-77.7% | $2,755-64.8% |
| Participant deferral / active EE | $2,035 | $4,477-54.6% | $6,031-66.3% | $4,296-52.6% |
| Admin fee / account holder | $205 | $8,227-97.5% | $12,690-98.4% | $6,918-97.0% |