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 | $11,716 | $68,547-82.9% | $120,354-90.3% | $80,856-85.5% |
| Participation rate | 96.9% | 61.6%+35.3pp | 71.9%+25.0pp | 67.6%+29.2pp |
| Annual return | 21.03% | 23.60%-2.6pp | 107.15%-86.1pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,487 | $2,051+21.2% | $3,463-28.2% | $2,755-9.7% |
| Participant deferral / active EE | $3,387 | $3,173+6.7% | $4,991-32.1% | $4,296-21.2% |
| Admin fee / account holder | $19 | $5,732-99.7% | $9,423-99.8% | $6,918-99.7% |