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 3-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 | $17,033 | $117,841-85.5% | $102,423-83.4% | $145,922-88.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 24.13% | 31.65%-7.5pp | 29.32%-5.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,339 | $3,615-7.6% | $3,023+10.5% | $4,660-28.3% |
| Participant deferral / active EE | $6,018 | $5,731+5.0% | $5,053+19.1% | $6,688-10.0% |
| Admin fee / account holder | $62 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |