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 | $7,043 | $159,901-95.6% | $146,958-95.2% | $145,922-95.2% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 14.69% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,053 | $5,286-80.1% | $4,933-78.6% | $4,660-77.4% |
| Participant deferral / active EE | $1,750 | $8,428-79.2% | $8,070-78.3% | $6,688-73.8% |
| Admin fee / account holder | $92 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |