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 8-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 | $1,383 | $88,751-98.4% | $81,812-98.3% | $145,922-99.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.78% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $374 | $3,083-87.9% | $2,912-87.2% | $4,660-92.0% |
| Participant deferral / active EE | $817 | $4,643-82.4% | $4,319-81.1% | $6,688-87.8% |
| Admin fee / account holder | $133 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |