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 8-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 | $16,405 | $98,240-83.3% | $82,313-80.1% | $147,584-88.9% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 19.72% | 30.85%-11.1pp | 25.88%-6.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $555 | $3,192-82.6% | $2,428-77.2% | $4,876-88.6% |
| Participant deferral / active EE | $5,471 | $4,383+24.8% | $3,706+47.6% | $5,439+0.6% |
| Admin fee / account holder | $65 | $8,563-99.2% | $5,608-98.8% | $10,885-99.4% |