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 4-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 | $753 | $81,625-99.1% | $58,482-98.7% | $139,434-99.5% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 153.63% | 7404.20%-7250.6pp | 4239.32%-4085.7pp | 372.94%-219.3pp |
| Employer contribution / active EE | $189 | $1,398-86.5% | $1,053-82.1% | $4,751-96.0% |
| Participant deferral / active EE | $658 | $2,557-74.3% | $1,924-65.8% | $6,710-90.2% |
| Admin fee / account holder | $5 | $3,265-99.8% | $2,516-99.8% | $11,403-100.0% |