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 | $14,191 | $176,812-92.0% | $146,665-90.3% | $167,490-91.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 314.55% | 24.03%+290.5pp | 22.74%+291.8pp | 478.56%-164.0pp |
| Employer contribution / active EE | $3,450 | $5,160-33.1% | $4,136-16.6% | $4,837-28.7% |
| Participant deferral / active EE | $10,072 | $6,440+56.4% | $5,506+82.9% | $6,341+58.8% |
| Admin fee / account holder | $24 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |