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 | $6,231 | $45,035-86.2% | $62,995-90.1% | $70,131-91.1% |
| Participation rate | 85.1% | 69.5%+15.6pp | 74.8%+10.3pp | 69.5%+15.5pp |
| Annual return | 30.78% | 18.76%+12.0pp | 87.57%-56.8pp | 73.14%-42.4pp |
| Employer contribution / active EE | $1,080 | $2,051-47.4% | $2,759-60.9% | $2,342-53.9% |
| Participant deferral / active EE | $1,407 | $2,465-42.9% | $3,329-57.8% | $3,332-57.8% |
| Admin fee / account holder | $198 | $2,834-93.0% | $3,600-94.5% | $4,645-95.7% |