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 | $35,279 | $100,041-64.7% | $149,718-76.4% | $70,131-49.7% |
| Participation rate | 75.4% | 83.6%-8.2pp | 87.1%-11.7pp | 69.5%+5.8pp |
| Annual return | 51.45% | 27.43%+24.0pp | 1501.63%-1450.2pp | 73.14%-21.7pp |
| Employer contribution / active EE | $825 | $3,662-77.5% | $5,445-84.8% | $2,342-64.8% |
| Participant deferral / active EE | $8,970 | $4,983+80.0% | $6,569+36.6% | $3,332+169.2% |
| Admin fee / account holder | $258 | $8,286-96.9% | $11,283-97.7% | $4,645-94.4% |