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 | $6,005 | $159,602-96.2% | $150,045-96.0% | $142,382-95.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 33.61% | 70.24%-36.6pp | 62.55%-28.9pp | 217.08%-183.5pp |
| Employer contribution / active EE | $1,299 | $4,961-73.8% | $4,693-72.3% | $4,299-69.8% |
| Participant deferral / active EE | $1,600 | $8,310-80.7% | $7,997-80.0% | $6,507-75.4% |
| Admin fee / account holder | $12 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |