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 | $4,799 | $104,664-95.4% | $85,682-94.4% | $167,490-97.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 23.31% | 21.45%+1.9pp | 21.49%+1.8pp | 478.56%-455.3pp |
| Employer contribution / active EE | $6 | $3,337-99.8% | $2,618-99.8% | $4,837-99.9% |
| Participant deferral / active EE | $3,908 | $4,824-19.0% | $3,923-0.4% | $6,341-38.4% |
| Admin fee / account holder | $14 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |