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 10-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 | $9,639 | $167,307-94.2% | $143,757-93.3% | $134,475-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 31.50% | 0.46%+31.0pp | -0.04%+31.5pp | 417.96%-386.5pp |
| Employer contribution / active EE | $2,735 | $5,619-51.3% | $4,951-44.8% | $4,740-42.3% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $156 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |