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 | $19,647 | $101,724-80.7% | $164,813-88.1% | $80,856-75.7% |
| Participation rate | 90.0% | 71.8%+18.2pp | 78.6%+11.4pp | 67.6%+22.4pp |
| Annual return | 17.90% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,325 | $2,953-55.1% | $4,341-69.5% | $2,755-51.9% |
| Participant deferral / active EE | $3,096 | $4,477-30.9% | $6,031-48.7% | $4,296-27.9% |
| Admin fee / account holder | $203 | $8,227-97.5% | $12,690-98.4% | $6,918-97.1% |