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 | $7,028 | $93,571-92.5% | $135,903-94.8% | $75,163-90.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 30.18% | 30.90%-0.7pp | 68.23%-38.0pp | 160.62%-130.4pp |
| Employer contribution / active EE | $1,756 | $3,537-50.3% | $4,856-63.8% | $2,670-34.2% |
| Participant deferral / active EE | $1,727 | $6,404-73.0% | $7,758-77.7% | $4,125-58.1% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |