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 | $5,459 | $99,020-94.5% | $86,590-93.7% | $147,584-96.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 42.17% | 1312.34%-1270.2pp | 964.84%-922.7pp | 578.55%-536.4pp |
| Employer contribution / active EE | $1,131 | $3,132-63.9% | $2,839-60.2% | $4,876-76.8% |
| Participant deferral / active EE | $1,619 | $3,972-59.2% | $3,609-55.1% | $5,439-70.2% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |