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 | $10,626 | $142,405-92.5% | $115,157-90.8% | $152,861-93.0% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 23.89% | 41.48%-17.6pp | 35.60%-11.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,730 | $5,164-47.1% | $4,168-34.5% | $5,850-53.3% |
| Admin fee / account holder | $114 | $8,462-98.7% | $7,088-98.4% | $11,596-99.0% |