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 | $7,480 | $73,867-89.9% | $143,757-94.8% | $68,494-89.1% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -17.84% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,247 | $3,184-60.8% | $4,951-74.8% | $2,596-52.0% |
| Participant deferral / active EE | $375 | $3,384-88.9% | $5,637-93.3% | $4,027-90.7% |
| Admin fee / account holder | $243 | $5,755-95.8% | $14,673-98.3% | $5,403-95.5% |