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 | $2,082 | $118,919-98.2% | $88,538-97.6% | $152,861-98.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 29.54% | 47.92%-18.4pp | 43.64%-14.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $576 | $2,669-78.4% | $2,098-72.5% | $4,762-87.9% |
| Participant deferral / active EE | $864 | $3,549-75.7% | $2,914-70.4% | $5,850-85.2% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |