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 7-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 | $3,760 | $165,984-97.7% | $164,813-97.7% | $145,922-97.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 11.97% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $471 | $5,273-91.1% | $4,341-89.1% | $4,660-89.9% |
| Participant deferral / active EE | $2,365 | $6,959-66.0% | $6,031-60.8% | $6,688-64.6% |
| Admin fee / account holder | $32 | $16,648-99.8% | $12,690-99.7% | $13,397-99.8% |