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 | $9,054 | $124,319-92.7% | $111,297-91.9% | $167,490-94.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 19.56% | 37.44%-17.9pp | 54.65%-35.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $241 | $3,435-93.0% | $2,731-91.2% | $4,837-95.0% |
| Participant deferral / active EE | $3,649 | $5,180-29.6% | $4,487-18.7% | $6,341-42.5% |
| Admin fee / account holder | $119 | $10,618-98.9% | $7,964-98.5% | $12,309-99.0% |