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 | $10,705 | $90,503-88.2% | $78,689-86.4% | $273,961-96.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 334.11% | 75.60%+258.5pp | 62.18%+271.9pp | 41.45%+292.7pp |
| Employer contribution / active EE | $743 | $3,176-76.6% | $2,851-73.9% | $4,869-84.7% |
| Participant deferral / active EE | $6,959 | $3,901+78.4% | $3,517+97.9% | $5,287+31.6% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |