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 | $1,542 | $127,264-98.8% | $109,895-98.6% | $167,490-99.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $624 | $3,322-81.2% | $2,842-78.1% | $4,837-87.1% |
| Participant deferral / active EE | $639 | $4,514-85.8% | $4,048-84.2% | $6,341-89.9% |
| Admin fee / account holder | $81 | $7,114-98.9% | $6,066-98.7% | $12,309-99.3% |