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 5-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 | $13,364 | $209,832-93.6% | $189,513-92.9% | $167,490-92.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.33% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,681 | $6,914-75.7% | $6,162-72.7% | $4,837-65.3% |
| Participant deferral / active EE | $1,681 | $8,935-81.2% | $8,221-79.6% | $6,341-73.5% |
| Admin fee / account holder | $47 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |