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 7-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 | $9,160 | $71,809-87.2% | $61,048-85.0% | $152,861-94.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 29.74%-29.7pp | 26.18%-26.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,387 | $4,545-25.5% | $3,716-8.9% | $4,762-28.9% |
| Participant deferral / active EE | $725 | $5,467-86.7% | $4,470-83.8% | $5,850-87.6% |
| Admin fee / account holder | $128 | $4,750-97.3% | $3,728-96.6% | $11,596-98.9% |