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 9-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.
Participant 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 | $2,660 | $102,966-97.4% | $90,281-97.1% | $152,861-98.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.66% | 95.16%-69.5pp | 78.10%-52.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $424 | $3,139-86.5% | $2,854-85.1% | $4,762-91.1% |
| Participant deferral / active EE | $735 | $4,281-82.8% | $3,885-81.1% | $5,850-87.4% |
| Admin fee / account holder | $9 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |