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 | $16,143 | $135,952-88.1% | $123,892-87.0% | $273,961-94.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 26.97% | 56.63%-29.7pp | 47.52%-20.5pp | 41.45%-14.5pp |
| Employer contribution / active EE | $3,150 | $5,170-39.1% | $4,617-31.8% | $4,869-35.3% |
| Participant deferral / active EE | $6,626 | $6,343+4.5% | $5,984+10.7% | $5,287+25.3% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |