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 8-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 | $7,167 | $77,419-90.7% | $69,455-89.7% | $152,861-95.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 74.6%-1.9pp | 82.4%-9.7pp |
| Annual return | 36.94% | 39.06%-2.1pp | 28.97%+8.0pp | 345.32%-308.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,411 | $4,414-0.1% | $3,535+24.8% | $5,850-24.6% |
| Admin fee / account holder | $29 | $6,207-99.5% | $3,839-99.2% | $11,596-99.7% |