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 | $5,174 | $118,450-95.6% | $98,439-94.7% | $139,434-96.3% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 25.69% | 18.94%+6.7pp | 21.16%+4.5pp | 372.94%-347.3pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,765 | $5,392-67.3% | $4,738-62.8% | $6,710-73.7% |
| Admin fee / account holder | $6 | $14,026-100.0% | $8,948-99.9% | $11,403-100.0% |