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 | $19,722 | $228,332-91.4% | $185,823-89.4% | $158,922-87.6% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 18.23% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,480 | $4,967-70.2% | $4,087-63.8% | $4,761-68.9% |
| Participant deferral / active EE | $1,724 | $6,415-73.1% | $5,632-69.4% | $5,982-71.2% |
| Admin fee / account holder | $263 | $11,864-97.8% | $9,500-97.2% | $11,246-97.7% |