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 4-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 | $5,541 | $117,983-95.3% | $101,794-94.6% | $142,382-96.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.91% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $980 | $2,773-64.7% | $2,289-57.2% | $4,299-77.2% |
| Participant deferral / active EE | $1,429 | $4,714-69.7% | $4,084-65.0% | $6,507-78.0% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |