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 9-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 | $4,656 | $81,248-94.3% | $155,509-97.0% | $80,856-94.2% |
| Participation rate | 79.7% | 66.2%+13.4pp | 78.2%+1.5pp | 67.6%+12.0pp |
| Annual return | 12.42% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $655 | $3,100-78.9% | $4,672-86.0% | $2,755-76.2% |
| Participant deferral / active EE | $739 | $3,452-78.6% | $5,626-86.9% | $4,296-82.8% |
| Admin fee / account holder | $161 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |