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 | $1,438 | $73,867-98.1% | $143,757-99.0% | $68,494-97.9% |
| Participation rate | 78.4% | 66.7%+11.8pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $761 | $3,184-76.1% | $4,951-84.6% | $2,596-70.7% |
| Participant deferral / active EE | $807 | $3,384-76.2% | $5,637-85.7% | $4,027-80.0% |
| Admin fee / account holder | $60 | $5,755-99.0% | $14,673-99.6% | $5,403-98.9% |