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 | $28,934 | $202,318-85.7% | $172,739-83.2% | $152,861-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.49% | 1029.65%-1006.2pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $7,428 | $5,856+26.8% | $5,143+44.4% | $4,762+56.0% |
| Participant deferral / active EE | $4,724 | $5,948-20.6% | $5,198-9.1% | $5,850-19.2% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |