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.
Employer 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 | $591 | $27,915-97.9% | $58,482-99.0% | $75,163-99.2% |
| Participation rate | 71.4% | 38.8%+32.6pp | 50.9%+20.6pp | 67.2%+4.2pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $632 | $1,201-47.4% | $1,924-67.1% | $4,125-84.7% |
| Admin fee / account holder | $10 | $1,726-99.4% | $2,516-99.6% | $5,651-99.8% |