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.
Employer 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 | $2,581 | $117,381-97.8% | $99,443-97.4% | $152,861-98.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 24.23% | 31.87%-7.6pp | 30.72%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $89 | $3,013-97.0% | $2,540-96.5% | $4,762-98.1% |
| Participant deferral / active EE | $1,457 | $4,086-64.3% | $3,619-59.7% | $5,850-75.1% |
| Admin fee / account holder | $9 | $7,631-99.9% | $6,250-99.9% | $11,596-99.9% |