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 3-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 | $8,872 | $201,272-95.6% | $184,203-95.2% | $145,922-93.9% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 24.03% | 29.00%-5.0pp | 28.81%-4.8pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,011 | $7,022-71.4% | $6,427-68.7% | $4,660-56.8% |
| Participant deferral / active EE | $2,864 | $9,806-70.8% | $9,131-68.6% | $6,688-57.2% |
| Admin fee / account holder | $33 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |