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 10-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 | $19,281 | $62,586-69.2% | $76,768-74.9% | $64,186-70.0% |
| Participation rate | 98.0% | 72.8%+25.2pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | 9.56% | -1.95%+11.5pp | 2.43%+7.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,000 | $1,832-45.4% | $2,485-59.8% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $170 | $4,667-96.4% | $6,675-97.5% | $4,888-96.5% |