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 | $22,991 | $181,894-87.4% | $156,549-85.3% | $273,961-91.6% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 4.89% | 30.74%-25.9pp | 32.23%-27.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,333 | $6,248-62.7% | $5,501-57.6% | $4,869-52.1% |
| Participant deferral / active EE | $2,855 | $5,550-48.6% | $4,871-41.4% | $5,287-46.0% |
| Admin fee / account holder | $247 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |