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 | $20,811 | $202,318-89.7% | $172,739-88.0% | $152,861-86.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.90% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,602 | $5,856-72.6% | $5,143-68.8% | $4,762-66.4% |
| Participant deferral / active EE | $2,419 | $5,948-59.3% | $5,198-53.5% | $5,850-58.6% |
| Admin fee / account holder | $168 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |