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 | $7,105 | $76,312-90.7% | $67,221-89.4% | $158,922-95.5% |
| Participation rate | 88.9% | 84.3%+4.6pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 0.00% | 22.77%-22.8pp | 20.72%-20.7pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,134 | $4,476-74.7% | $3,723-69.5% | $4,761-76.2% |
| Participant deferral / active EE | $1,973 | $5,264-62.5% | $4,384-55.0% | $5,982-67.0% |
| Admin fee / account holder | $81 | $8,005-99.0% | $5,844-98.6% | $11,246-99.3% |