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 3-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 | $13,529 | $165,984-91.8% | $164,813-91.8% | $145,922-90.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.20% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,294 | $5,273-75.5% | $4,341-70.2% | $4,660-72.2% |
| Participant deferral / active EE | $5,021 | $6,959-27.9% | $6,031-16.8% | $6,688-24.9% |
| Admin fee / account holder | $42 | $16,648-99.7% | $12,690-99.7% | $13,397-99.7% |