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 9-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 | $12,247 | $105,998-88.4% | $92,233-86.7% | $147,584-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.25% | 50.05%-24.8pp | 176.28%-151.0pp | 578.55%-553.3pp |
| Employer contribution / active EE | $2,996 | $4,333-30.9% | $3,679-18.6% | $4,876-38.6% |
| Participant deferral / active EE | $2,925 | $4,478-34.7% | $3,897-24.9% | $5,439-46.2% |
| Admin fee / account holder | $143 | $6,332-97.7% | $5,194-97.3% | $10,885-98.7% |