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 | $7,025 | $159,602-95.6% | $150,045-95.3% | $142,382-95.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 32.15% | 70.24%-38.1pp | 62.55%-30.4pp | 217.08%-184.9pp |
| Employer contribution / active EE | $788 | $4,961-84.1% | $4,693-83.2% | $4,299-81.7% |
| Participant deferral / active EE | $3,308 | $8,310-60.2% | $7,997-58.6% | $6,507-49.2% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |