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 4-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 | $16,014 | $101,724-84.3% | $164,813-90.3% | $80,856-80.2% |
| Participation rate | 84.1% | 71.8%+12.3pp | 78.6%+5.5pp | 67.6%+16.5pp |
| Annual return | 17.21% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,562 | $2,953-47.1% | $4,341-64.0% | $2,755-43.3% |
| Participant deferral / active EE | $3,157 | $4,477-29.5% | $6,031-47.7% | $4,296-26.5% |
| Admin fee / account holder | $46 | $8,227-99.4% | $12,690-99.6% | $6,918-99.3% |