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 | $24,754 | $202,318-87.8% | $172,739-85.7% | $152,861-83.8% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 23.93% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,675 | $5,856-71.4% | $5,143-67.4% | $4,762-64.8% |
| Participant deferral / active EE | $2,832 | $5,948-52.4% | $5,198-45.5% | $5,850-51.6% |
| Admin fee / account holder | $198 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |