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 | $1,775 | $61,605-97.1% | $112,229-98.4% | $75,163-97.6% |
| Participation rate | 88.6% | 61.7%+26.9pp | 72.4%+16.1pp | 67.2%+21.4pp |
| Annual return | 56.99% | 28.47%+28.5pp | 30.20%+26.8pp | 160.62%-103.6pp |
| Employer contribution / active EE | $711 | $2,015-64.7% | $3,430-79.3% | $2,670-73.4% |
| Participant deferral / active EE | $736 | $3,108-76.3% | $4,798-84.7% | $4,125-82.1% |
| Admin fee / account holder | $94 | $4,862-98.1% | $7,748-98.8% | $5,651-98.3% |