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 6-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 | $27,107 | $176,812-84.7% | $146,665-81.5% | $167,490-83.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 24.54% | 24.03%+0.5pp | 22.74%+1.8pp | 478.56%-454.0pp |
| Employer contribution / active EE | $2,068 | $5,160-59.9% | $4,136-50.0% | $4,837-57.3% |
| Participant deferral / active EE | $9,356 | $6,440+45.3% | $5,506+69.9% | $6,341+47.5% |
| Admin fee / account holder | $40 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |