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 | $10,289 | $124,281-91.7% | $109,143-90.6% | $167,490-93.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 12.29% | 26.04%-13.8pp | 25.75%-13.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,490 | $4,207-64.6% | $3,722-60.0% | $4,837-69.2% |
| Participant deferral / active EE | $437 | $5,255-91.7% | $4,653-90.6% | $6,341-93.1% |
| Admin fee / account holder | $183 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |