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 | $10,486 | $77,813-86.5% | $123,544-91.5% | $64,186-83.7% |
| Participation rate | 77.6% | 74.7%+2.8pp | 82.3%-4.7pp | 69.6%+8.0pp |
| Annual return | -4.10% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $917 | $3,014-69.6% | $4,628-80.2% | $2,381-61.5% |
| Participant deferral / active EE | $2,035 | $5,240-61.2% | $6,426-68.3% | $3,470-41.3% |
| Admin fee / account holder | $260 | $5,519-95.3% | $9,284-97.2% | $4,888-94.7% |