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 4-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 | $9,017 | $177,572-94.9% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 26.92% | 65.07%-38.1pp | 58.88%-32.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $295 | $4,810-93.9% | $4,305-93.2% | $4,299-93.1% |
| Participant deferral / active EE | $2,367 | $6,272-62.3% | $5,540-57.3% | $6,507-63.6% |
| Admin fee / account holder | $54 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |