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 | $15,355 | $175,202-91.2% | $149,673-89.7% | $139,434-89.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 21.18% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,048 | $5,474-62.6% | $4,818-57.5% | $4,751-56.9% |
| Participant deferral / active EE | $4,865 | $6,519-25.4% | $5,680-14.4% | $6,710-27.5% |
| Admin fee / account holder | $180 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |