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 | $13,695 | $171,865-92.0% | $149,718-90.9% | $147,584-90.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 21.81% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,228 | $6,275-32.6% | $5,445-22.4% | $4,876-13.3% |
| Participant deferral / active EE | $6,726 | $7,271-7.5% | $6,569+2.4% | $5,439+23.7% |
| Admin fee / account holder | $126 | $13,799-99.1% | $11,283-98.9% | $10,885-98.8% |