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 | $17,655 | $65,561-73.1% | $86,188-79.5% | $75,163-76.5% |
| Participation rate | 80.6% | 60.5%+20.2pp | 69.0%+11.7pp | 67.2%+13.5pp |
| Annual return | 21.80% | 46.05%-24.3pp | 1168.45%-1146.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,342 | $3,024+43.6% | $3,985+8.9% | $4,125+5.3% |
| Admin fee / account holder | $12 | $5,474-99.8% | $6,852-99.8% | $5,651-99.8% |