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 8-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 | $6,818 | $209,411-96.7% | $178,490-96.2% | $158,922-95.7% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 105.87% | 188.75%-82.9pp | 151.07%-45.2pp | 302.83%-197.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,993 | $5,954-49.7% | $5,202-42.5% | $5,982-50.0% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |