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 4-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 | $8,252 | $105,181-92.2% | $159,436-94.8% | $85,850-90.4% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.8%+7.4pp | 69.3%+20.9pp |
| Annual return | 1101.59% | 45.07%+1056.5pp | 263.57%+838.0pp | 318.53%+783.1pp |
| Employer contribution / active EE | $1,426 | $3,318-57.0% | $4,829-70.5% | $2,565-44.4% |
| Participant deferral / active EE | $3,270 | $5,945-45.0% | $7,352-55.5% | $3,952-17.2% |
| Admin fee / account holder | $144 | $6,933-97.9% | $10,799-98.7% | $6,260-97.7% |