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 | $3,335 | $109,817-97.0% | $98,442-96.6% | $167,490-98.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 29.37% | 1956.69%-1927.3pp | 1492.73%-1463.4pp | 478.56%-449.2pp |
| Employer contribution / active EE | $1,000 | $3,224-69.0% | $2,960-66.2% | $4,837-79.3% |
| Participant deferral / active EE | $1,242 | $4,673-73.4% | $4,276-70.9% | $6,341-80.4% |
| Admin fee / account holder | $16 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |