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 7-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 | $16,921 | $106,890-84.2% | $84,015-79.9% | $152,861-88.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 21.51% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,673 | $2,734-38.8% | $1,983-15.7% | $4,762-64.9% |
| Participant deferral / active EE | $6,921 | $4,011+72.5% | $3,239+113.7% | $5,850+18.3% |
| Admin fee / account holder | $173 | $8,285-97.9% | $6,101-97.2% | $11,596-98.5% |