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 | $27,518 | $168,632-83.7% | $147,614-81.4% | $125,391-78.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 1.73% | 77.65%-75.9pp | 61.98%-60.2pp | 282.22%-280.5pp |
| Employer contribution / active EE | $5,193 | $6,252-16.9% | $5,564-6.7% | $4,866+6.7% |
| Participant deferral / active EE | $1,491 | $5,507-72.9% | $4,895-69.5% | $5,352-72.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |