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 | $16,529 | $127,100-87.0% | $105,738-84.4% | $135,375-87.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -3.10% | 4.49%-7.6pp | 6.27%-9.4pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,130 | $4,107-72.5% | $3,268-65.4% | $4,779-76.4% |
| Participant deferral / active EE | $503 | $5,064-90.1% | $4,080-87.7% | $5,609-91.0% |
| Admin fee / account holder | $183 | $9,087-98.0% | $6,913-97.3% | $10,827-98.3% |