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 3-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 | $5,187 | $175,202-97.0% | $149,673-96.5% | $139,434-96.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $607 | $5,474-88.9% | $4,818-87.4% | $4,751-87.2% |
| Participant deferral / active EE | $3,156 | $6,519-51.6% | $5,680-44.4% | $6,710-53.0% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |