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 | $19,385 | $150,440-87.1% | $136,294-85.8% | $147,584-86.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.93% | 1049.08%-1020.1pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $1,529 | $5,256-70.9% | $4,695-67.4% | $4,876-68.6% |
| Participant deferral / active EE | $6,559 | $6,630-1.1% | $6,247+5.0% | $5,439+20.6% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |