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.
Employer 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 | $15,101 | $59,805-74.7% | $79,550-81.0% | $68,494-78.0% |
| Participation rate | 76.3% | 61.1%+15.3pp | 69.5%+6.8pp | 67.9%+8.4pp |
| Annual return | -16.68% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,517 | $3,024-16.8% | $3,985-36.8% | $4,027-37.5% |
| Admin fee / account holder | $260 | $4,835-94.6% | $6,832-96.2% | $5,403-95.2% |