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 | $4,763 | $99,020-95.2% | $86,590-94.5% | $147,584-96.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.22% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,126 | $3,132-64.0% | $2,839-60.3% | $4,876-76.9% |
| Participant deferral / active EE | $1,225 | $3,972-69.2% | $3,609-66.1% | $5,439-77.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |