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 5-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 | $19,343 | $227,553-91.5% | $189,557-89.8% | $167,490-88.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 10.81% | 78.40%-67.6pp | 64.17%-53.4pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,188 | $5,316-58.8% | $4,412-50.4% | $4,837-54.8% |
| Participant deferral / active EE | $8,463 | $7,002+20.9% | $6,174+37.1% | $6,341+33.5% |
| Admin fee / account holder | $218 | $11,878-98.2% | $9,807-97.8% | $12,309-98.2% |