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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,653 | $179,726-94.1% | $156,263-93.2% | $142,382-92.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.48% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,137 | $5,069-77.6% | $4,333-73.8% | $4,299-73.6% |
| Participant deferral / active EE | $1,959 | $6,956-71.8% | $6,158-68.2% | $6,507-69.9% |
| Admin fee / account holder | $63 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |