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 | $2,327 | $80,717-97.1% | $154,803-98.5% | $84,808-97.3% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.1pp | 68.3%+24.9pp |
| Annual return | 18.47% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $920 | $3,303-72.1% | $5,540-83.4% | $4,212-78.1% |
| Admin fee / account holder | $255 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |