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 | $24,744 | $198,466-87.5% | $170,442-85.5% | $147,584-83.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 28.13% | 257.29%-229.2pp | 205.93%-177.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $2,807 | $6,184-54.6% | $5,433-48.3% | $4,876-42.4% |
| Participant deferral / active EE | $8,404 | $5,629+49.3% | $4,939+70.1% | $5,439+54.5% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |