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 | $14,435 | $198,466-92.7% | $170,442-91.5% | $147,584-90.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 95.74% | 257.29%-161.6pp | 205.93%-110.2pp | 578.55%-482.8pp |
| Employer contribution / active EE | $6,622 | $6,184+7.1% | $5,433+21.9% | $4,876+35.8% |
| Participant deferral / active EE | $4,706 | $5,629-16.4% | $4,939-4.7% | $5,439-13.5% |
| Admin fee / account holder | $121 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |