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 | $14,638 | $209,411-93.0% | $178,490-91.8% | $158,922-90.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 482.63% | 188.75%+293.9pp | 151.07%+331.6pp | 302.83%+179.8pp |
| Employer contribution / active EE | $2,177 | $5,706-61.8% | $5,011-56.5% | $4,761-54.3% |
| Participant deferral / active EE | $9,976 | $5,954+67.5% | $5,202+91.8% | $5,982+66.8% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |