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 | $2,730 | $106,515-97.4% | $96,683-97.2% | $139,434-98.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.45% | 38.43%-5.0pp | 35.69%-2.2pp | 372.94%-339.5pp |
| Employer contribution / active EE | $1,628 | $4,103-60.3% | $3,737-56.4% | $4,751-65.7% |
| Participant deferral / active EE | $752 | $5,454-86.2% | $4,878-84.6% | $6,710-88.8% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |