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 | $15,868 | $95,803-83.4% | $113,168-86.0% | $84,808-81.3% |
| Participation rate | 91.9% | 72.9%+19.1pp | 76.6%+15.4pp | 68.3%+23.6pp |
| Annual return | 13.16% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,296 | $2,360-45.1% | $2,975-56.4% | $2,631-50.7% |
| Participant deferral / active EE | $2,974 | $4,242-29.9% | $5,107-41.8% | $4,212-29.4% |
| Admin fee / account holder | $244 | $8,989-97.3% | $12,068-98.0% | $7,344-96.7% |