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 3-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 | $6,212 | $150,187-95.9% | $120,354-94.8% | $145,922-95.7% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 14.81% | 154.07%-139.3pp | 107.15%-92.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $997 | $4,348-77.1% | $3,463-71.2% | $4,660-78.6% |
| Participant deferral / active EE | $1,169 | $6,173-81.1% | $4,991-76.6% | $6,688-82.5% |
| Admin fee / account holder | $224 | $12,207-98.2% | $9,423-97.6% | $13,397-98.3% |