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 6-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 | $27,671 | $209,411-86.8% | $178,490-84.5% | $158,922-82.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 38.42% | 188.75%-150.3pp | 151.07%-112.7pp | 302.83%-264.4pp |
| Employer contribution / active EE | $2,127 | $5,706-62.7% | $5,011-57.5% | $4,761-55.3% |
| Participant deferral / active EE | $9,052 | $5,954+52.0% | $5,202+74.0% | $5,982+51.3% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |