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 6-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 | $13,207 | $124,185-89.4% | $108,410-87.8% | $167,490-92.1% |
| Participation rate | 93.3% | 82.3%+11.1pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 229.39% | 1379.64%-1150.2pp | 905.27%-675.9pp | 478.56%-249.2pp |
| Employer contribution / active EE | $2,081 | $4,187-50.3% | $3,558-41.5% | $4,837-57.0% |
| Participant deferral / active EE | $4,533 | $6,908-34.4% | $6,563-30.9% | $6,341-28.5% |
| Admin fee / account holder | $8 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |