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 | $4,113 | $85,766-95.2% | $136,294-97.0% | $70,131-94.1% |
| Participation rate | 77.4% | 74.2%+3.2pp | 81.9%-4.6pp | 69.5%+7.8pp |
| Annual return | 34.80% | 31.45%+3.3pp | 5155.94%-5121.1pp | 73.14%-38.3pp |
| Employer contribution / active EE | $627 | $2,966-78.9% | $4,695-86.7% | $2,342-73.3% |
| Participant deferral / active EE | $2,011 | $5,051-60.2% | $6,247-67.8% | $3,332-39.6% |
| Admin fee / account holder | $83 | $5,420-98.5% | $9,243-99.1% | $4,645-98.2% |