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 | $12,307 | $117,841-89.6% | $102,423-88.0% | $145,922-91.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 31.65%-18.8pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,375 | $3,615-62.0% | $3,023-54.5% | $4,660-70.5% |
| Participant deferral / active EE | $1,719 | $5,731-70.0% | $5,053-66.0% | $6,688-74.3% |
| Admin fee / account holder | $17 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |