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 | $3,924 | $176,377-97.8% | $134,143-97.1% | $158,922-97.5% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 523.18% | 63.63%+459.6pp | 36.33%+486.9pp | 302.83%+220.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,932 | $4,091-28.3% | $3,499-16.2% | $5,982-51.0% |
| Admin fee / account holder | $47 | $8,718-99.5% | $6,684-99.3% | $11,246-99.6% |