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 8-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 | $3,177 | $228,332-98.6% | $185,823-98.3% | $158,922-98.0% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 32.47% | 40.80%-8.3pp | 35.95%-3.5pp | 302.83%-270.4pp |
| Employer contribution / active EE | $780 | $4,967-84.3% | $4,087-80.9% | $4,761-83.6% |
| Participant deferral / active EE | $1,785 | $6,415-72.2% | $5,632-68.3% | $5,982-70.2% |
| Admin fee / account holder | $81 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |