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 | $6,444 | $185,822-96.5% | $169,993-96.2% | $139,434-95.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 65.87% | 60.50%+5.4pp | 53.37%+12.5pp | 372.94%-307.1pp |
| Employer contribution / active EE | $1,670 | $7,590-78.0% | $6,785-75.4% | $4,751-64.8% |
| Participant deferral / active EE | $2,165 | $11,622-81.4% | $10,408-79.2% | $6,710-67.7% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |