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 10-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 | $25,764 | $160,055-83.9% | $140,016-81.6% | $135,375-81.0% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | 2.34% | 911.38%-909.0pp | 651.12%-648.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $2,194 | $6,420-65.8% | $5,606-60.9% | $4,779-54.1% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $26 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |