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 | $10,025 | $81,208-87.7% | $98,907-89.9% | $79,858-87.4% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 42.88% | 60.99%-18.1pp | 196.43%-153.5pp | 31.71%+11.2pp |
| Employer contribution / active EE | $1,313 | $1,960-33.0% | $2,689-51.2% | $2,471-46.8% |
| Participant deferral / active EE | $1,885 | $3,265-42.3% | $4,244-55.6% | $3,740-49.6% |
| Admin fee / account holder | $119 | $6,013-98.0% | $6,642-98.2% | $5,306-97.8% |