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 6-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 | $2,772 | $65,409-95.8% | $98,442-97.2% | $85,850-96.8% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.3%+1.4pp |
| Annual return | 25.40% | 21.76%+3.6pp | 1492.73%-1467.3pp | 318.53%-293.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,319 | $3,166-58.3% | $4,276-69.2% | $3,952-66.6% |
| Admin fee / account holder | $231 | $4,593-95.0% | $5,949-96.1% | $6,260-96.3% |