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 6-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 | $16,107 | $176,812-90.9% | $146,665-89.0% | $167,490-90.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.38% | 24.03%-6.7pp | 22.74%-5.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,017 | $5,160-80.3% | $4,136-75.4% | $4,837-79.0% |
| Participant deferral / active EE | $6,500 | $6,440+0.9% | $5,506+18.1% | $6,341+2.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |