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 4-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 | $1,292 | $49,922-97.4% | $80,569-98.4% | $75,163-98.3% |
| Participation rate | 75.4% | 55.3%+20.1pp | 67.0%+8.4pp | 67.2%+8.2pp |
| Annual return | 28.33% | 34.69%-6.4pp | 935.43%-907.1pp | 160.62%-132.3pp |
| Employer contribution / active EE | $428 | $1,698-74.8% | $2,723-84.3% | $2,670-84.0% |
| Participant deferral / active EE | $443 | $2,990-85.2% | $4,447-90.0% | $4,125-89.3% |
| Admin fee / account holder | $166 | $3,577-95.3% | $5,377-96.9% | $5,651-97.1% |