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 | $5,925 | $62,672-90.5% | $185,117-96.8% | $70,131-91.6% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 38.64% | 40.79%-2.1pp | 40.50%-1.9pp | 73.14%-34.5pp |
| Employer contribution / active EE | $1,616 | $1,753-7.8% | $4,182-61.4% | $2,342-31.0% |
| Participant deferral / active EE | $2,465 | $3,272-24.6% | $5,045-51.1% | $3,332-26.0% |
| Admin fee / account holder | $245 | $3,932-93.8% | $8,159-97.0% | $4,645-94.7% |