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 8-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 | $8,349 | $109,327-92.4% | $89,391-90.7% | $158,922-94.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 19.17% | 345.68%-326.5pp | 245.62%-226.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,955 | $3,170-38.3% | $2,586-24.4% | $4,761-58.9% |
| Participant deferral / active EE | $751 | $4,598-83.7% | $3,890-80.7% | $5,982-87.4% |
| Admin fee / account holder | $176 | $6,153-97.1% | $4,881-96.4% | $11,246-98.4% |