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 8-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 | $13,526 | $118,450-88.6% | $98,439-86.3% | $139,434-90.3% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 20.75% | 18.94%+1.8pp | 21.16%-0.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $970 | $3,609-73.1% | $3,048-68.2% | $4,751-79.6% |
| Participant deferral / active EE | $2,766 | $5,392-48.7% | $4,738-41.6% | $6,710-58.8% |
| Admin fee / account holder | $10 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |