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 | $3,949 | $58,208-93.2% | $81,812-95.2% | $80,856-95.1% |
| Participation rate | 93.2% | 63.4%+29.8pp | 72.3%+20.9pp | 67.6%+25.6pp |
| Annual return | 17.69% | 41.66%-24.0pp | 773.79%-756.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $274 | $2,340-88.3% | $2,912-90.6% | $2,755-90.0% |
| Participant deferral / active EE | $1,541 | $3,281-53.0% | $4,319-64.3% | $4,296-64.1% |
| Admin fee / account holder | $113 | $4,981-97.7% | $7,386-98.5% | $6,918-98.4% |