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 | $2,041 | $85,202-97.6% | $172,739-98.8% | $72,985-97.2% |
| Participation rate | 76.1% | 70.1%+6.0pp | 82.6%-6.6pp | 69.5%+6.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,831 | $3,260-43.9% | $5,198-64.8% | $3,607-49.3% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |