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 | $13,278 | $150,440-91.2% | $136,294-90.3% | $147,584-91.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.31% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,208 | $5,256-77.0% | $4,695-74.3% | $4,876-75.2% |
| Participant deferral / active EE | $3,098 | $6,630-53.3% | $6,247-50.4% | $5,439-43.0% |
| Admin fee / account holder | $238 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |