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 10-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 | $13,499 | $171,865-92.1% | $149,718-91.0% | $147,584-90.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.80% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,350 | $6,275-62.5% | $5,445-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $3,569 | $7,271-50.9% | $6,569-45.7% | $5,439-34.4% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |