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 4-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 | $7,631 | $189,613-96.0% | $167,512-95.4% | $142,382-94.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 18.35% | 2024.68%-2006.3pp | 1615.79%-1597.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,926 | $6,981-72.4% | $6,405-69.9% | $6,507-70.4% |
| Admin fee / account holder | $58 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |