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 | $12,892 | $121,625-89.4% | $104,607-87.7% | $158,922-91.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 69.12% | 465.26%-396.1pp | 340.46%-271.3pp | 302.83%-233.7pp |
| Employer contribution / active EE | $958 | $3,163-69.7% | $2,681-64.3% | $4,761-79.9% |
| Participant deferral / active EE | $8,469 | $4,177+102.7% | $3,740+126.5% | $5,982+41.6% |
| Admin fee / account holder | $47 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |