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 | $6,399 | $111,754-94.3% | $103,333-93.8% | $145,922-95.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $946 | $4,212-77.6% | $3,868-75.6% | $4,660-79.7% |
| Participant deferral / active EE | $1,324 | $5,619-76.4% | $5,057-73.8% | $6,688-80.2% |
| Admin fee / account holder | $59 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |