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 | $1,636 | $95,971-98.3% | $74,550-97.8% | $135,375-98.8% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $965 | $2,716-64.5% | $1,961-50.8% | $4,779-79.8% |
| Participant deferral / active EE | $713 | $3,843-81.5% | $3,108-77.1% | $5,609-87.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |