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 7-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 | $2,838 | $100,852-97.2% | $90,404-96.9% | $158,922-98.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 30.69% | 1724.20%-1693.5pp | 1293.02%-1262.3pp | 302.83%-272.1pp |
| Employer contribution / active EE | $572 | $3,689-84.5% | $3,262-82.5% | $4,761-88.0% |
| Participant deferral / active EE | $587 | $4,348-86.5% | $3,963-85.2% | $5,982-90.2% |
| Admin fee / account holder | $10 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |