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 | $1,846 | $102,604-98.2% | $86,188-97.9% | $139,434-98.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 38.99% | 1922.51%-1883.5pp | 1168.45%-1129.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $934 | $3,032-69.2% | $2,380-60.7% | $4,751-80.3% |
| Participant deferral / active EE | $1,381 | $4,676-70.5% | $3,985-65.3% | $6,710-79.4% |
| Admin fee / account holder | $221 | $8,657-97.4% | $6,852-96.8% | $11,403-98.1% |