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 7-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 | $9,622 | $78,672-87.8% | $109,143-91.2% | $85,850-88.8% |
| Participation rate | 79.4% | 68.3%+11.1pp | 75.9%+3.5pp | 69.3%+10.1pp |
| Annual return | 13.45% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,709 | $2,735-37.5% | $3,722-54.1% | $2,565-33.4% |
| Participant deferral / active EE | $2,653 | $3,467-23.5% | $4,653-43.0% | $3,952-32.9% |
| Admin fee / account holder | $104 | $5,469-98.1% | $6,752-98.5% | $6,260-98.3% |