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 | $10,979 | $185,822-94.1% | $169,993-93.5% | $139,434-92.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 26.33% | 60.50%-34.2pp | 53.37%-27.0pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,624 | $7,590-78.6% | $6,785-76.1% | $4,751-65.8% |
| Participant deferral / active EE | $2,902 | $11,622-75.0% | $10,408-72.1% | $6,710-56.8% |
| Admin fee / account holder | $67 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |