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 6-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 | $2,436 | $65,395-96.3% | $182,532-98.7% | $72,985-96.7% |
| Participation rate | 74.2% | 65.4%+8.8pp | 78.0%-3.8pp | 69.5%+4.7pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $265 | $1,911-86.1% | $4,076-93.5% | $2,440-89.1% |
| Participant deferral / active EE | $1,490 | $3,563-58.2% | $5,524-73.0% | $3,607-58.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |