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 7-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 | $15,806 | $167,307-90.6% | $143,757-89.0% | $134,475-88.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -6.87% | 0.46%-7.3pp | -0.04%-6.8pp | 417.96%-424.8pp |
| Employer contribution / active EE | $5,664 | $5,619+0.8% | $4,951+14.4% | $4,740+19.5% |
| Participant deferral / active EE | $3,120 | $6,446-51.6% | $5,637-44.7% | $6,400-51.2% |
| Admin fee / account holder | $126 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |