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 7-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 | $2,189 | $81,632-97.3% | $70,449-96.9% | $158,922-98.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 6.60% | 208.40%-201.8pp | 109.03%-102.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $396 | $3,217-87.7% | $2,737-85.5% | $4,761-91.7% |
| Participant deferral / active EE | $826 | $4,554-81.9% | $3,709-77.7% | $5,982-86.2% |
| Admin fee / account holder | $98 | $6,193-98.4% | $3,845-97.5% | $11,246-99.1% |