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 8-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 | $4,001 | $157,256-97.5% | $141,162-97.2% | $152,861-97.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 70.45% | 64.32%+6.1pp | 71.39%-0.9pp | 345.32%-274.9pp |
| Employer contribution / active EE | $4,497 | $5,261-14.5% | $4,735-5.0% | $4,762-5.6% |
| Participant deferral / active EE | $6,932 | $7,109-2.5% | $6,709+3.3% | $5,850+18.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |