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 | $11,205 | $58,694-80.9% | $142,863-92.2% | $85,850-86.9% |
| Participation rate | 97.3% | 58.5%+38.8pp | 71.9%+25.4pp | 69.3%+28.0pp |
| Annual return | 75.87% | 27.72%+48.1pp | 5637.54%-5561.7pp | 318.53%-242.7pp |
| Employer contribution / active EE | $1,255 | $1,423-11.8% | $4,144-69.7% | $2,565-51.1% |
| Participant deferral / active EE | $5,170 | $2,607+98.3% | $3,837+34.7% | $3,952+30.8% |
| Admin fee / account holder | $229 | $4,239-94.6% | $6,560-96.5% | $6,260-96.3% |