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 9-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 | $16,727 | $232,540-92.8% | $185,117-91.0% | $147,584-88.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $14,791 | $5,195+184.7% | $4,182+253.7% | $4,876+203.3% |
| Participant deferral / active EE | $6,778 | $5,834+16.2% | $5,045+34.4% | $5,439+24.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |