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 | $5,323 | $103,949-94.9% | $69,182-92.3% | $273,961-98.1% |
| Participation rate | 77.8% | 67.4%+10.4pp | 55.1%+22.7pp | 83.0%-5.2pp |
| Annual return | 11.76% | 35.28%-23.5pp | -21.93%+33.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $887 | $2,716-67.4% | $1,897-53.3% | $5,287-83.2% |
| Admin fee / account holder | $298 | $3,671-91.9% | $2,697-88.9% | $10,132-97.1% |