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 | $29,528 | $183,963-83.9% | $162,163-81.8% | $152,861-80.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 22.96% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,111 | $6,371-82.6% | $5,614-80.2% | $4,762-76.7% |
| Participant deferral / active EE | $5,906 | $8,034-26.5% | $7,298-19.1% | $5,850+1.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |