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 5-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 | $13,339 | $127,065-89.5% | $113,168-88.2% | $142,382-90.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 12.91% | 24.03%-11.1pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,509 | $3,442-56.2% | $2,975-49.3% | $4,299-64.9% |
| Participant deferral / active EE | $1,946 | $5,716-66.0% | $5,107-61.9% | $6,507-70.1% |
| Admin fee / account holder | $77 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |