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 5-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 | $16,506 | $150,187-89.0% | $120,354-86.3% | $145,922-88.7% |
| Participation rate | 81.0% | 78.8%+2.2pp | 71.9%+9.0pp | 80.3%+0.7pp |
| Annual return | 13.87% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,191 | $6,173-48.3% | $4,991-36.1% | $6,688-52.3% |
| Admin fee / account holder | $191 | $12,207-98.4% | $9,423-98.0% | $13,397-98.6% |