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 9-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 | $4,784 | $99,341-95.2% | $84,750-94.4% | $273,961-98.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.38% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,574-60.6% | $4,869-71.0% |
| Participant deferral / active EE | $549 | $4,269-87.1% | $3,712-85.2% | $5,287-89.6% |
| Admin fee / account holder | $50 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |