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 7-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 | $10,666 | $91,190-88.3% | $178,490-94.0% | $79,858-86.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 48.18% | 24.19%+24.0pp | 151.07%-102.9pp | 31.71%+16.5pp |
| Employer contribution / active EE | $2,028 | $3,256-37.7% | $5,011-59.5% | $2,471-17.9% |
| Participant deferral / active EE | $5,521 | $3,236+70.6% | $5,202+6.1% | $3,740+47.6% |
| Admin fee / account holder | $197 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |