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 | $1,796 | $99,877-98.2% | $84,966-97.9% | $145,922-98.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 53.52% | 83.76%-30.2pp | 66.38%-12.9pp | 561.29%-507.8pp |
| Employer contribution / active EE | $593 | $3,231-81.6% | $2,727-78.2% | $4,660-87.3% |
| Participant deferral / active EE | $902 | $5,291-82.9% | $4,519-80.0% | $6,688-86.5% |
| Admin fee / account holder | $146 | $7,248-98.0% | $6,149-97.6% | $13,397-98.9% |