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 | $8,173 | $135,952-94.0% | $123,892-93.4% | $273,961-97.0% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 22.23% | 56.63%-34.4pp | 47.52%-25.3pp | 41.45%-19.2pp |
| Employer contribution / active EE | $2,134 | $5,170-58.7% | $4,617-53.8% | $4,869-56.2% |
| Participant deferral / active EE | $4,433 | $6,343-30.1% | $5,984-25.9% | $5,287-16.1% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |