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 | $10,493 | $95,971-89.1% | $74,550-85.9% | $135,375-92.2% |
| Participation rate | 82.4% | 75.7%+6.7pp | 69.1%+13.2pp | 82.6%-0.3pp |
| Annual return | -7.69% | 56.96%-64.7pp | 32.53%-40.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,224 | $3,843-68.1% | $3,108-60.6% | $5,609-78.2% |
| Admin fee / account holder | $108 | $6,522-98.4% | $5,060-97.9% | $10,827-99.0% |