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 6-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 | $594 | $100,852-99.4% | $90,404-99.3% | $158,922-99.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $227 | $3,689-93.8% | $3,262-93.0% | $4,761-95.2% |
| Participant deferral / active EE | $257 | $4,348-94.1% | $3,963-93.5% | $5,982-95.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |