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 | $17,394 | $197,591-91.2% | $177,821-90.2% | $158,922-89.1% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 28.32% | 58.76%-30.4pp | 48.32%-20.0pp | 302.83%-274.5pp |
| Employer contribution / active EE | $3,271 | $6,697-51.2% | $5,918-44.7% | $4,761-31.3% |
| Participant deferral / active EE | $4,025 | $8,405-52.1% | $7,714-47.8% | $5,982-32.7% |
| Admin fee / account holder | $135 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |