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 | $5,361 | $148,534-96.4% | $135,903-96.1% | $139,434-96.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 36.89% | 79.19%-42.3pp | 68.23%-31.3pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,102 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $1,823 | $8,100-77.5% | $7,758-76.5% | $6,710-72.8% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |