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 | $6,121 | $159,901-96.2% | $146,958-95.8% | $145,922-95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.22% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,397 | $5,286-73.6% | $4,933-71.7% | $4,660-70.0% |
| Participant deferral / active EE | $2,315 | $8,428-72.5% | $8,070-71.3% | $6,688-65.4% |
| Admin fee / account holder | $55 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |