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 9-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 | $15,997 | $217,402-92.6% | $185,823-91.4% | $167,490-90.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.67% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,204 | $5,873-79.5% | $5,167-76.7% | $4,837-75.1% |
| Participant deferral / active EE | $3,695 | $6,356-41.9% | $5,568-33.6% | $6,341-41.7% |
| Admin fee / account holder | $192 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |