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 3-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 | $13,316 | $159,602-91.7% | $150,045-91.1% | $142,382-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.66% | 70.24%-38.6pp | 62.55%-30.9pp | 217.08%-185.4pp |
| Employer contribution / active EE | $827 | $4,961-83.3% | $4,693-82.4% | $4,299-80.8% |
| Participant deferral / active EE | $3,524 | $8,310-57.6% | $7,997-55.9% | $6,507-45.8% |
| Admin fee / account holder | $23 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |