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 | $10,344 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 22.36% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $939 | $4,961-81.1% | $4,693-80.0% | $4,299-78.2% |
| Participant deferral / active EE | $1,267 | $8,310-84.8% | $7,997-84.2% | $6,507-80.5% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |