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 | $15,214 | $159,901-90.5% | $146,958-89.6% | $145,922-89.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,402 | $5,286-73.5% | $4,933-71.6% | $4,660-69.9% |
| Participant deferral / active EE | $1,289 | $8,428-84.7% | $8,070-84.0% | $6,688-80.7% |
| Admin fee / account holder | $113 | $15,044-99.2% | $12,998-99.1% | $13,397-99.2% |