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 4-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 | $1,168 | $81,625-98.6% | $58,482-98.0% | $139,434-99.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 65.68% | 7404.20%-7338.5pp | 4239.32%-4173.6pp | 372.94%-307.3pp |
| Employer contribution / active EE | $406 | $1,398-71.0% | $1,053-61.5% | $4,751-91.5% |
| Participant deferral / active EE | $482 | $2,557-81.2% | $1,924-75.0% | $6,710-92.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |