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 | $14,541 | $198,466-92.7% | $170,442-91.5% | $147,584-90.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.11% | 257.29%-223.2pp | 205.93%-171.8pp | 578.55%-544.4pp |
| Employer contribution / active EE | $1,345 | $6,184-78.2% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $1,908 | $5,629-66.1% | $4,939-61.4% | $5,439-64.9% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |