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.
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 | $13,846 | $127,386-89.1% | $115,037-88.0% | $125,391-89.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $905 | $5,166-82.5% | $4,608-80.4% | $4,866-81.4% |
| Participant deferral / active EE | $905 | $6,423-85.9% | $6,026-85.0% | $5,352-83.1% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |