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 | $933 | $95,266-99.0% | $82,389-98.9% | $142,382-99.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.84% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $524 | $2,991-82.5% | $2,517-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $524 | $4,809-89.1% | $4,155-87.4% | $6,507-91.9% |
| Admin fee / account holder | $28 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |