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 5-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 | $5,770 | $209,832-97.2% | $189,513-97.0% | $167,490-96.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $858 | $6,914-87.6% | $6,162-86.1% | $4,837-82.3% |
| Participant deferral / active EE | $4,035 | $8,935-54.8% | $8,221-50.9% | $6,341-36.4% |
| Admin fee / account holder | $258 | $14,293-98.2% | $12,045-97.9% | $12,309-97.9% |