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 8-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 | $7,582 | $135,952-94.4% | $123,892-93.9% | $273,961-97.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.40% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,776 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $2,472 | $6,343-61.0% | $5,984-58.7% | $5,287-53.3% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |