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.
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 | $1,934 | $96,484-98.0% | $75,886-97.5% | $152,861-98.7% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.4%+10.4pp |
| Annual return | 37.29% | 33.98%+3.3pp | 30.76%+6.5pp | 345.32%-308.0pp |
| Employer contribution / active EE | $165 | $3,309-95.0% | $2,500-93.4% | $4,762-96.5% |
| Participant deferral / active EE | $1,844 | $4,553-59.5% | $3,603-48.8% | $5,850-68.5% |
| Admin fee / account holder | $57 | $8,078-99.3% | $5,418-98.9% | $11,596-99.5% |