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 10-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 | $3,302 | $73,515-95.5% | $62,995-94.8% | $147,584-97.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.87% | 175.43%-153.6pp | 87.57%-65.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,107 | $3,320-66.7% | $2,759-59.9% | $4,876-77.3% |
| Participant deferral / active EE | $369 | $4,185-91.2% | $3,329-88.9% | $5,439-93.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |