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 7-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 | $8,482 | $104,907-91.9% | $84,611-90.0% | $152,861-94.5% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $18 | $3,302-99.4% | $2,652-99.3% | $4,762-99.6% |
| Participant deferral / active EE | $4,345 | $4,688-7.3% | $3,899+11.4% | $5,850-25.7% |
| Admin fee / account holder | $6 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |