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 | $2,359 | $58,523-96.0% | $99,443-97.6% | $72,985-96.8% |
| Participation rate | 72.5% | 64.6%+7.9pp | 73.8%-1.3pp | 69.5%+3.0pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $227 | $1,512-85.0% | $2,540-91.1% | $2,440-90.7% |
| Participant deferral / active EE | $1,665 | $2,606-36.1% | $3,619-54.0% | $3,607-53.8% |
| Admin fee / account holder | $11 | $4,102-99.7% | $6,250-99.8% | $5,124-99.8% |