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 5-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 | $2,069 | $91,552-97.7% | $133,956-98.5% | $79,858-97.4% |
| Participation rate | 91.9% | 73.3%+18.5pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $798 | $2,384-66.5% | $3,919-79.6% | $2,471-67.7% |
| Participant deferral / active EE | $1,179 | $3,733-68.4% | $5,048-76.6% | $3,740-68.5% |
| Admin fee / account holder | $14 | $6,321-99.8% | $8,927-99.8% | $5,306-99.7% |