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 | $17,043 | $167,307-89.8% | $143,757-88.1% | $134,475-87.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 10.15% | 0.46%+9.7pp | -0.04%+10.2pp | 417.96%-407.8pp |
| Employer contribution / active EE | $1,664 | $5,619-70.4% | $4,951-66.4% | $4,740-64.9% |
| Participant deferral / active EE | $4,432 | $6,446-31.2% | $5,637-21.4% | $6,400-30.8% |
| Admin fee / account holder | $143 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |