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 | $16,104 | $148,534-89.2% | $135,903-88.2% | $139,434-88.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.48% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,245 | $5,243-57.2% | $4,856-53.8% | $4,751-52.7% |
| Participant deferral / active EE | $1,039 | $8,100-87.2% | $7,758-86.6% | $6,710-84.5% |
| Admin fee / account holder | $123 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |