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 10-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 | $7,712 | $99,020-92.2% | $86,590-91.1% | $147,584-94.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 38.64% | 1312.34%-1273.7pp | 964.84%-926.2pp | 578.55%-539.9pp |
| Employer contribution / active EE | $2,384 | $3,132-23.9% | $2,839-16.0% | $4,876-51.1% |
| Participant deferral / active EE | $4,012 | $3,972+1.0% | $3,609+11.2% | $5,439-26.2% |
| Admin fee / account holder | $32 | $5,710-99.4% | $4,906-99.4% | $10,885-99.7% |