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 | $24,472 | $81,208-69.9% | $98,907-75.3% | $79,858-69.4% |
| Participation rate | 84.2% | 72.5%+11.7pp | 76.0%+8.2pp | 69.6%+14.6pp |
| Annual return | 12.11% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,731 | $1,960+39.3% | $2,689+1.6% | $2,471+10.5% |
| Participant deferral / active EE | $4,249 | $3,265+30.1% | $4,244+0.1% | $3,740+13.6% |
| Admin fee / account holder | $271 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |