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 | $14,829 | $202,318-92.7% | $172,739-91.4% | $152,861-90.3% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 16.44% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $909 | $5,856-84.5% | $5,143-82.3% | $4,762-80.9% |
| Participant deferral / active EE | $4,167 | $5,948-29.9% | $5,198-19.8% | $5,850-28.8% |
| Admin fee / account holder | $65 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |