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 7-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 | $4,504 | $81,632-94.5% | $70,449-93.6% | $158,922-97.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 100.04% | 208.40%-108.4pp | 109.03%-9.0pp | 302.83%-202.8pp |
| Employer contribution / active EE | $1,285 | $3,217-60.1% | $2,737-53.0% | $4,761-73.0% |
| Participant deferral / active EE | $1,285 | $4,554-71.8% | $3,709-65.4% | $5,982-78.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |