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 | $1,645 | $121,625-98.6% | $104,607-98.4% | $158,922-99.0% |
| Participation rate | 77.8% | 77.5%+0.2pp | 74.1%+3.7pp | 82.0%-4.2pp |
| Annual return | 477.88% | 465.26%+12.6pp | 340.46%+137.4pp | 302.83%+175.0pp |
| Employer contribution / active EE | $44 | $3,163-98.6% | $2,681-98.4% | $4,761-99.1% |
| Participant deferral / active EE | $1,363 | $4,177-67.4% | $3,740-63.5% | $5,982-77.2% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |