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 | $6,111 | $93,571-93.5% | $135,903-95.5% | $75,163-91.9% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 117.44% | 30.90%+86.5pp | 68.23%+49.2pp | 160.62%-43.2pp |
| Employer contribution / active EE | $2,886 | $3,537-18.4% | $4,856-40.6% | $2,670+8.1% |
| Participant deferral / active EE | $1,466 | $6,404-77.1% | $7,758-81.1% | $4,125-64.5% |
| Admin fee / account holder | $154 | $6,975-97.8% | $10,762-98.6% | $5,651-97.3% |