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 | $14,494 | $86,286-83.2% | $111,297-87.0% | $85,850-83.1% |
| Participation rate | 88.6% | 73.3%+15.2pp | 77.3%+11.3pp | 69.3%+19.3pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,082 | $2,043+1.9% | $2,731-23.8% | $2,565-18.8% |
| Participant deferral / active EE | $4,710 | $3,641+29.4% | $4,487+5.0% | $3,952+19.2% |
| Admin fee / account holder | $8 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |