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 | $19,767 | $98,240-79.9% | $82,313-76.0% | $147,584-86.6% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 22.60% | 30.85%-8.3pp | 25.88%-3.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,445 | $3,192-23.4% | $2,428+0.7% | $4,876-49.9% |
| Participant deferral / active EE | $4,647 | $4,383+6.0% | $3,706+25.4% | $5,439-14.6% |
| Admin fee / account holder | $210 | $8,563-97.5% | $5,608-96.3% | $10,885-98.1% |