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 | $12,176 | $203,436-94.0% | $152,466-92.0% | $167,490-92.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 46.21% | 13.80%+32.4pp | 757.33%-711.1pp | 478.56%-432.4pp |
| Employer contribution / active EE | $3,974 | $5,220-23.9% | $4,327-8.1% | $4,837-17.8% |
| Participant deferral / active EE | $6,673 | $6,716-0.6% | $5,820+14.6% | $6,341+5.2% |
| Admin fee / account holder | $8 | $22,506-100.0% | $15,805-99.9% | $12,309-99.9% |