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 | $12,707 | $77,503-83.6% | $100,391-87.3% | $80,856-84.3% |
| Participation rate | 72.3% | 76.9%-4.6pp | 81.5%-9.1pp | 67.6%+4.7pp |
| Annual return | 20.72% | 37.20%-16.5pp | 49.20%-28.5pp | 35.59%-14.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,420 | $6,820-79.2% | $8,082-82.4% | $4,296-66.9% |
| Admin fee / account holder | $273 | $5,897-95.4% | $7,899-96.5% | $6,918-96.1% |