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 7-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 | $1,732 | $54,350-96.8% | $82,719-97.9% | $68,494-97.5% |
| Participation rate | 89.8% | 63.9%+25.9pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | -18.65% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $478 | $2,218-78.4% | $3,009-84.1% | $2,596-81.6% |
| Participant deferral / active EE | $785 | $3,246-75.8% | $4,395-82.1% | $4,027-80.5% |
| Admin fee / account holder | $88 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |