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 | $1,838 | $74,927-97.5% | $101,794-98.2% | $84,808-97.8% |
| Participation rate | 81.0% | 61.4%+19.6pp | 69.2%+11.9pp | 68.3%+12.7pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $355 | $1,522-76.7% | $2,289-84.5% | $2,631-86.5% |
| Participant deferral / active EE | $355 | $3,099-88.5% | $4,084-91.3% | $4,212-91.6% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |