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 | $763 | $121,625-99.4% | $104,607-99.3% | $158,922-99.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 36.72% | 465.26%-428.5pp | 340.46%-303.7pp | 302.83%-266.1pp |
| Employer contribution / active EE | $185 | $3,163-94.2% | $2,681-93.1% | $4,761-96.1% |
| Participant deferral / active EE | $278 | $4,177-93.3% | $3,740-92.6% | $5,982-95.3% |
| Admin fee / account holder | $6 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |