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 | $865 | $99,020-99.1% | $86,590-99.0% | $147,584-99.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $551 | $3,132-82.4% | $2,839-80.6% | $4,876-88.7% |
| Participant deferral / active EE | $256 | $3,972-93.6% | $3,609-92.9% | $5,439-95.3% |
| Admin fee / account holder | $3 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |