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.
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 | $138 | $46,553-99.7% | $64,056-99.8% | $75,163-99.8% |
| Participation rate | 72.4% | 65.9%+6.5pp | 72.3%+0.1pp | 67.2%+5.2pp |
| Annual return | 83.33% | 26.03%+57.3pp | 33.69%+49.6pp | 160.62%-77.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $82 | $2,837-97.1% | $3,880-97.9% | $4,125-98.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |