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 | $3,518 | $112,096-96.9% | $95,952-96.3% | $158,922-97.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $356 | $3,198-88.9% | $2,541-86.0% | $4,761-92.5% |
| Participant deferral / active EE | $2,184 | $4,784-54.4% | $4,167-47.6% | $5,982-63.5% |
| Admin fee / account holder | $2 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |