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 5-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 | $2,711 | $155,788-98.3% | $124,672-97.8% | $167,490-98.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $704 | $4,163-83.1% | $3,324-78.8% | $4,837-85.5% |
| Participant deferral / active EE | $1,653 | $5,673-70.9% | $4,614-64.2% | $6,341-73.9% |
| Admin fee / account holder | $5 | $9,531-99.9% | $7,493-99.9% | $12,309-100.0% |