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 | $2,472 | $82,664-97.0% | $125,339-98.0% | $68,494-96.4% |
| Participation rate | 73.0% | 75.0%-2.1pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $768 | $3,381-77.3% | $4,814-84.0% | $2,596-70.4% |
| Participant deferral / active EE | $1,076 | $6,110-82.4% | $7,446-85.6% | $4,027-73.3% |
| Admin fee / account holder | $18 | $6,275-99.7% | $10,010-99.8% | $5,403-99.7% |