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 | $3,098 | $48,795-93.7% | $65,493-95.3% | $84,808-96.3% |
| Participation rate | 91.9% | 67.0%+24.9pp | 73.1%+18.8pp | 68.3%+23.6pp |
| Annual return | 20.75% | 20.20%+0.6pp | 982.45%-961.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,133 | $2,928-61.3% | $3,961-71.4% | $4,212-73.1% |
| Admin fee / account holder | $216 | $3,877-94.4% | $5,028-95.7% | $7,344-97.1% |