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 5-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 | $5,665 | $124,185-95.4% | $108,410-94.8% | $167,490-96.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $396 | $4,187-90.5% | $3,558-88.9% | $4,837-91.8% |
| Participant deferral / active EE | $4,038 | $6,908-41.5% | $6,563-38.5% | $6,341-36.3% |
| Admin fee / account holder | $1 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |