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 | $19,677 | $180,449-89.1% | $154,107-87.2% | $135,375-85.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -6.30% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,489 | $6,035-75.3% | $5,298-71.9% | $4,779-68.8% |
| Participant deferral / active EE | $1,586 | $5,806-72.7% | $5,081-68.8% | $5,609-71.7% |
| Admin fee / account holder | $135 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |