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 10-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 | $16,503 | $135,952-87.9% | $123,892-86.7% | $273,961-94.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.42% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,459 | $5,170-71.8% | $4,617-68.4% | $4,869-70.0% |
| Participant deferral / active EE | $2,492 | $6,343-60.7% | $5,984-58.4% | $5,287-52.9% |
| Admin fee / account holder | $102 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |