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 | $22,915 | $85,766-73.3% | $136,294-83.2% | $70,131-67.3% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 22.87% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,708 | $5,051-26.6% | $6,247-40.7% | $3,332+11.3% |
| Admin fee / account holder | $267 | $5,420-95.1% | $9,243-97.1% | $4,645-94.3% |