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 | $12,473 | $48,076-74.1% | $78,689-84.1% | $62,891-80.2% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.6%+15.7pp | 69.3%+20.0pp |
| Annual return | 12.24% | 31.35%-19.1pp | 62.18%-49.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,461 | $2,015-27.5% | $2,851-48.8% | $2,281-36.0% |
| Participant deferral / active EE | $3,655 | $2,588+41.2% | $3,517+3.9% | $3,203+14.1% |
| Admin fee / account holder | $299 | $3,207-90.7% | $4,510-93.4% | $4,296-93.0% |