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 | $6,590 | $154,117-95.7% | $129,995-94.9% | $139,434-95.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 32.84% | 32.48%+0.4pp | -137.18%+170.0pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,594 | $5,289-69.9% | $4,320-63.1% | $4,751-66.4% |
| Participant deferral / active EE | $1,721 | $6,710-74.4% | $5,820-70.4% | $6,710-74.4% |
| Admin fee / account holder | $72 | $14,007-99.5% | $10,614-99.3% | $11,403-99.4% |