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 | $29,768 | $202,318-85.3% | $172,739-82.8% | $152,861-80.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 29.01% | 1029.65%-1000.6pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,046 | $5,856-30.9% | $5,143-21.3% | $4,762-15.0% |
| Participant deferral / active EE | $5,904 | $5,948-0.7% | $5,198+13.6% | $5,850+0.9% |
| Admin fee / account holder | $211 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |