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 9-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 | $9,244 | $105,998-91.3% | $92,233-90.0% | $147,584-93.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $424 | $4,333-90.2% | $3,679-88.5% | $4,876-91.3% |
| Participant deferral / active EE | $6,892 | $4,478+53.9% | $3,897+76.9% | $5,439+26.7% |
| Admin fee / account holder | $64 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |