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 | $7,743 | $77,419-90.0% | $69,455-88.9% | $152,861-94.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 25.90% | 39.06%-13.2pp | 28.97%-3.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,717 | $3,315+12.1% | $2,779+33.7% | $4,762-22.0% |
| Participant deferral / active EE | $4,169 | $4,414-5.5% | $3,535+17.9% | $5,850-28.7% |
| Admin fee / account holder | $69 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |