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 | $1,943 | $121,625-98.4% | $104,607-98.1% | $158,922-98.8% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 17.07% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $334 | $3,163-89.5% | $2,681-87.6% | $4,761-93.0% |
| Participant deferral / active EE | $500 | $4,177-88.0% | $3,740-86.6% | $5,982-91.6% |
| Admin fee / account holder | $61 | $7,787-99.2% | $6,473-99.1% | $11,246-99.5% |