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 8-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 | $15,021 | $98,750-84.8% | $149,696-90.0% | $79,858-81.2% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 535.95% | 27.43%+508.5pp | 276.60%+259.3pp | 31.71%+504.2pp |
| Employer contribution / active EE | $775 | $3,216-75.9% | $4,644-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,612 | $5,680-71.6% | $6,842-76.4% | $3,740-56.9% |
| Admin fee / account holder | $112 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |