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 | $20,561 | $89,355-77.0% | $141,162-85.4% | $72,985-71.8% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 36.18% | 111.85%-75.7pp | 71.39%-35.2pp | 81.00%-44.8pp |
| Employer contribution / active EE | $3,262 | $3,114+4.7% | $4,735-31.1% | $2,440+33.7% |
| Participant deferral / active EE | $6,240 | $5,418+15.2% | $6,709-7.0% | $3,607+73.0% |
| Admin fee / account holder | $179 | $5,958-97.0% | $10,261-98.3% | $5,124-96.5% |