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 7-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 | $20,711 | $209,411-90.1% | $178,490-88.4% | $158,922-87.0% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 26.03% | 188.75%-162.7pp | 151.07%-125.0pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,074 | $5,706-81.2% | $5,011-78.6% | $4,761-77.5% |
| Participant deferral / active EE | $5,195 | $5,954-12.8% | $5,202-0.1% | $5,982-13.2% |
| Admin fee / account holder | $55 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |