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 3-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 | $5,245 | $60,022-91.3% | $88,946-94.1% | $84,808-93.8% |
| Participation rate | 70.0% | 57.8%+12.2pp | 68.8%+1.2pp | 68.3%+1.7pp |
| Annual return | 27.05% | 22.43%+4.6pp | 57.82%-30.8pp | 40.90%-13.8pp |
| Employer contribution / active EE | $1,022 | $1,703-40.0% | $2,555-60.0% | $2,631-61.2% |
| Participant deferral / active EE | $1,630 | $3,114-47.6% | $4,581-64.4% | $4,212-61.3% |
| Admin fee / account holder | $196 | $4,811-95.9% | $8,261-97.6% | $7,344-97.3% |