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 8-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 | $4,871 | $115,770-95.8% | $101,248-95.2% | $158,922-96.9% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 22.05% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,843 | $4,175-55.8% | $3,660-49.6% | $4,761-61.3% |
| Participant deferral / active EE | $1,359 | $4,957-72.6% | $4,370-68.9% | $5,982-77.3% |
| Admin fee / account holder | $221 | $7,245-96.9% | $5,945-96.3% | $11,246-98.0% |