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 4-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 | $2,330 | $99,877-97.7% | $84,966-97.3% | $145,922-98.4% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 13.63% | 83.76%-70.1pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $563 | $3,231-82.6% | $2,727-79.3% | $4,660-87.9% |
| Participant deferral / active EE | $594 | $5,291-88.8% | $4,519-86.9% | $6,688-91.1% |
| Admin fee / account holder | $149 | $7,248-97.9% | $6,149-97.6% | $13,397-98.9% |