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 | $10,974 | $124,281-91.2% | $109,143-89.9% | $167,490-93.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 13.39% | 26.04%-12.6pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $894 | $4,207-78.7% | $3,722-76.0% | $4,837-81.5% |
| Participant deferral / active EE | $1,322 | $5,255-74.9% | $4,653-71.6% | $6,341-79.2% |
| Admin fee / account holder | $36 | $7,970-99.5% | $6,752-99.5% | $12,309-99.7% |