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 | $7,862 | $77,899-89.9% | $149,673-94.7% | $75,163-89.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 39.50% | 31.72%+7.8pp | 134.42%-94.9pp | 160.62%-121.1pp |
| Employer contribution / active EE | $2,150 | $3,137-31.5% | $4,818-55.4% | $2,670-19.5% |
| Participant deferral / active EE | $2,922 | $3,411-14.3% | $5,680-48.5% | $4,125-29.2% |
| Admin fee / account holder | $91 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |