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 | $5,599 | $171,865-96.7% | $149,718-96.3% | $147,584-96.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.71% | 2113.22%-2088.5pp | 1501.63%-1476.9pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,375 | $6,275-78.1% | $5,445-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,622 | $7,271-63.9% | $6,569-60.1% | $5,439-51.8% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |