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 8-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 | $42,423 | $131,893-67.8% | $303,047-86.0% | $116,875-63.7% |
| Participation rate | 81.8% | 79.5%+2.3pp | 87.1%-5.3pp | 74.5%+7.3pp |
| Annual return | 17.70% | 15.41%+2.3pp | 2.47%+15.2pp | 16.29%+1.4pp |
| Employer contribution / active EE | $2,009 | $3,467-42.1% | $7,418-72.9% | $3,288-38.9% |
| Participant deferral / active EE | $3,072 | $4,183-26.6% | $5,070-39.4% | $3,885-20.9% |
| Admin fee / account holder | $0 | $14,721-100.0% | $39,333-100.0% | $12,263-100.0% |