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 | $8,229 | $91,190-91.0% | $178,490-95.4% | $79,858-89.7% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 31.91% | 24.19%+7.7pp | 151.07%-119.2pp | 31.71%+0.2pp |
| Employer contribution / active EE | $375 | $3,256-88.5% | $5,011-92.5% | $2,471-84.8% |
| Participant deferral / active EE | $1,878 | $3,236-42.0% | $5,202-63.9% | $3,740-49.8% |
| Admin fee / account holder | $287 | $6,751-95.7% | $13,984-97.9% | $5,306-94.6% |