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 | $2,573 | $176,812-98.5% | $146,665-98.2% | $167,490-98.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 194.68% | 24.03%+170.6pp | 22.74%+171.9pp | 478.56%-283.9pp |
| Employer contribution / active EE | $1,050 | $5,160-79.7% | $4,136-74.6% | $4,837-78.3% |
| Participant deferral / active EE | $2,671 | $6,440-58.5% | $5,506-51.5% | $6,341-57.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |