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 4-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 | $11,648 | $94,625-87.7% | $116,228-90.0% | $84,808-86.3% |
| Participation rate | 91.7% | 70.4%+21.2pp | 74.6%+17.1pp | 68.3%+23.4pp |
| Annual return | 22.90% | 20.40%+2.5pp | 90.06%-67.2pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,636 | $2,347-30.3% | $2,994-45.4% | $2,631-37.8% |
| Participant deferral / active EE | $2,358 | $3,972-40.6% | $4,953-52.4% | $4,212-44.0% |
| Admin fee / account holder | $228 | $10,091-97.7% | $11,989-98.1% | $7,344-96.9% |