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 | $2,198 | $95,266-97.7% | $82,389-97.3% | $142,382-98.5% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.5%+25.7pp | 80.1%+15.1pp |
| Annual return | 34.77% | 25.74%+9.0pp | 28.67%+6.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $626 | $2,991-79.1% | $2,517-75.1% | $4,299-85.4% |
| Participant deferral / active EE | $775 | $4,809-83.9% | $4,155-81.3% | $6,507-88.1% |
| Admin fee / account holder | $121 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |