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 7-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 | $25,522 | $209,832-87.8% | $189,513-86.5% | $167,490-84.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.04% | 748.27%-722.2pp | 555.15%-529.1pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,399 | $6,914-79.8% | $6,162-77.3% | $4,837-71.1% |
| Participant deferral / active EE | $4,019 | $8,935-55.0% | $8,221-51.1% | $6,341-36.6% |
| Admin fee / account holder | $238 | $14,293-98.3% | $12,045-98.0% | $12,309-98.1% |