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 | $20,351 | $135,952-85.0% | $123,892-83.6% | $273,961-92.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 420.47% | 56.63%+363.8pp | 47.52%+373.0pp | 41.45%+379.0pp |
| Employer contribution / active EE | $4,241 | $5,170-18.0% | $4,617-8.1% | $4,869-12.9% |
| Participant deferral / active EE | $6,799 | $6,343+7.2% | $5,984+13.6% | $5,287+28.6% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |