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 | $15,592 | $112,881-86.2% | $90,951-82.9% | $158,922-90.2% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 323.17% | 215.79%+107.4pp | 134.60%+188.6pp | 302.83%+20.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,515 | $4,128+9.4% | $3,373+33.9% | $5,982-24.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |