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 | $14,311 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 21.92% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,967 | $5,256-62.6% | $4,695-58.1% | $4,876-59.7% |
| Participant deferral / active EE | $4,240 | $6,630-36.1% | $6,247-32.1% | $5,439-22.0% |
| Admin fee / account holder | $85 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |