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 9-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 | $16,207 | $72,277-77.6% | $101,248-84.0% | $79,858-79.7% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 21.41% | 22.30%-0.9pp | 46.47%-25.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,463 | $2,692-8.5% | $3,660-32.7% | $2,471-0.3% |
| Participant deferral / active EE | $2,547 | $3,282-22.4% | $4,370-41.7% | $3,740-31.9% |
| Admin fee / account holder | $148 | $4,400-96.6% | $5,945-97.5% | $5,306-97.2% |