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 | $5,041 | $56,114-91.0% | $96,139-94.8% | $85,850-94.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 14.74% | 42.30%-27.6pp | 191.94%-177.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $875 | $1,620-46.0% | $2,797-68.7% | $2,565-65.9% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |