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 | $4,063 | $94,338-95.7% | $100,534-96.0% | $142,382-97.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 24.03% | 29.20%-5.2pp | 32.66%-8.6pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,068 | $4,237-74.8% | $4,346-75.4% | $4,299-75.2% |
| Participant deferral / active EE | $1,244 | $5,934-79.0% | $6,144-79.8% | $6,507-80.9% |
| Admin fee / account holder | $46 | $8,421-99.5% | $7,654-99.4% | $12,624-99.6% |