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 3-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 | $503 | $189,613-99.7% | $167,512-99.7% | $142,382-99.6% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 49.24% | 2024.68%-1975.4pp | 1615.79%-1566.6pp | 217.08%-167.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $227 | $6,981-96.8% | $6,405-96.5% | $6,507-96.5% |
| Admin fee / account holder | $31 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |