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 | $33,065 | $171,865-80.8% | $149,718-77.9% | $147,584-77.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 2227.82% | 2113.22%+114.6pp | 1501.63%+726.2pp | 578.55%+1649.3pp |
| Employer contribution / active EE | $5,420 | $6,275-13.6% | $5,445-0.5% | $4,876+11.1% |
| Participant deferral / active EE | $16,178 | $7,271+122.5% | $6,569+146.3% | $5,439+197.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |