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 | $7,527 | $99,341-92.4% | $84,750-91.1% | $273,961-97.3% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 23.36% | 22.93%+0.4pp | 22.78%+0.6pp | 41.45%-18.1pp |
| Employer contribution / active EE | $2,937 | $4,214-30.3% | $3,574-17.8% | $4,869-39.7% |
| Participant deferral / active EE | $2,564 | $4,269-39.9% | $3,712-30.9% | $5,287-51.5% |
| Admin fee / account holder | $231 | $6,644-96.5% | $5,332-95.7% | $10,132-97.7% |