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 | $21,196 | $58,828-64.0% | $77,999-72.8% | $62,891-66.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.73% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $667 | $1,672-60.1% | $2,470-73.0% | $2,281-70.8% |
| Participant deferral / active EE | $1,864 | $2,686-30.6% | $3,497-46.7% | $3,203-41.8% |
| Admin fee / account holder | $257 | $4,393-94.2% | $5,480-95.3% | $4,296-94.0% |