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 | $2,773 | $73,933-96.2% | $96,683-97.1% | $75,163-96.3% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 86.80% | 26.70%+60.1pp | 35.69%+51.1pp | 160.62%-73.8pp |
| Employer contribution / active EE | $1,115 | $2,928-61.9% | $3,737-70.2% | $2,670-58.2% |
| Participant deferral / active EE | $1,432 | $3,659-60.8% | $4,878-70.6% | $4,125-65.3% |
| Admin fee / account holder | $3 | $5,216-99.9% | $6,730-100.0% | $5,651-99.9% |