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 | $9,351 | $150,440-93.8% | $136,294-93.1% | $147,584-93.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 29.74% | 1049.08%-1019.3pp | 5155.94%-5126.2pp | 578.55%-548.8pp |
| Employer contribution / active EE | $1,362 | $5,256-74.1% | $4,695-71.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,694 | $6,630-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $250 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |