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 | $2,660 | $106,584-97.5% | $101,326-97.4% | $142,382-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 35.90% | 36.93%-1.0pp | 36.82%-0.9pp | 217.08%-181.2pp |
| Employer contribution / active EE | $527 | $3,956-86.7% | $3,665-85.6% | $4,299-87.7% |
| Participant deferral / active EE | $985 | $8,297-88.1% | $7,994-87.7% | $6,507-84.9% |
| Admin fee / account holder | $100 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |