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 | $25,962 | $101,317-74.4% | $146,958-82.3% | $74,495-65.1% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 139.22% | 8730.91%-8591.7pp | 418.34%-279.1pp | 1364.94%-1225.7pp |
| Employer contribution / active EE | $3,398 | $3,810-10.8% | $4,933-31.1% | $2,623+29.5% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |