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 | $4,383 | $157,256-97.2% | $141,162-96.9% | $152,861-97.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 88.23% | 64.32%+23.9pp | 71.39%+16.8pp | 345.32%-257.1pp |
| Employer contribution / active EE | $146 | $5,261-97.2% | $4,735-96.9% | $4,762-96.9% |
| Participant deferral / active EE | $3,300 | $7,109-53.6% | $6,709-50.8% | $5,850-43.6% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |