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 3-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 | $7,974 | $183,519-95.7% | $155,509-94.9% | $145,922-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.42% | 61.17%-31.7pp | 64.67%-35.2pp | 561.29%-531.9pp |
| Employer contribution / active EE | $873 | $5,313-83.6% | $4,672-81.3% | $4,660-81.3% |
| Participant deferral / active EE | $4,196 | $6,462-35.1% | $5,626-25.4% | $6,688-37.3% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |