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 | $7,400 | $165,335-95.5% | $149,696-95.1% | $158,922-95.3% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 79.40% | 348.15%-268.7pp | 276.60%-197.2pp | 302.83%-223.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,260 | $7,181-54.6% | $6,842-52.4% | $5,982-45.5% |
| Admin fee / account holder | $187 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |