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 | $3,960 | $51,576-92.3% | $129,207-96.9% | $80,856-95.1% |
| Participation rate | 77.8% | 57.0%+20.8pp | 69.6%+8.2pp | 67.6%+10.1pp |
| Annual return | 21.41% | 20.81%+0.6pp | 9417.33%-9395.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $357 | $1,584-77.5% | $4,153-91.4% | $2,755-87.0% |
| Participant deferral / active EE | $737 | $2,669-72.4% | $4,168-82.3% | $4,296-82.8% |
| Admin fee / account holder | $85 | $4,305-98.0% | $7,715-98.9% | $6,918-98.8% |