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 6-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 | $6,593 | $102,604-93.6% | $86,188-92.4% | $139,434-95.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.95% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,224 | $3,032-59.6% | $2,380-48.6% | $4,751-74.2% |
| Participant deferral / active EE | $1,948 | $4,676-58.3% | $3,985-51.1% | $6,710-71.0% |
| Admin fee / account holder | $82 | $8,657-99.1% | $6,852-98.8% | $11,403-99.3% |