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 3-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 | $4,581 | $189,613-97.6% | $167,512-97.3% | $142,382-96.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.82% | 2024.68%-2000.9pp | 1615.79%-1592.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,068 | $4,349-75.4% | $3,882-72.5% | $4,299-75.2% |
| Participant deferral / active EE | $2,362 | $6,981-66.2% | $6,405-63.1% | $6,507-63.7% |
| Admin fee / account holder | $211 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |