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 | $14,655 | $157,256-90.7% | $141,162-89.6% | $152,861-90.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 234.15% | 64.32%+169.8pp | 71.39%+162.8pp | 345.32%-111.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,578 | $7,109+6.6% | $6,709+12.9% | $5,850+29.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |