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 | $11,514 | $150,440-92.3% | $136,294-91.6% | $147,584-92.2% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 28.15% | 1049.08%-1020.9pp | 5155.94%-5127.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $2,082 | $5,256-60.4% | $4,695-55.7% | $4,876-57.3% |
| Participant deferral / active EE | $3,406 | $6,630-48.6% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |