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 | $15,026 | $107,334-86.0% | $92,893-83.8% | $152,861-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.41% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $621 | $4,221-85.3% | $3,653-83.0% | $4,762-87.0% |
| Participant deferral / active EE | $2,288 | $4,845-52.8% | $4,236-46.0% | $5,850-60.9% |
| Admin fee / account holder | $270 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |