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.
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 | $584 | $158,398-99.6% | $126,539-99.5% | $142,382-99.6% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 26.55% | 593.76%-567.2pp | 425.95%-399.4pp | 217.08%-190.5pp |
| Employer contribution / active EE | $116 | $4,650-97.5% | $3,674-96.8% | $4,299-97.3% |
| Participant deferral / active EE | $165 | $4,767-96.5% | $4,083-96.0% | $6,507-97.5% |
| Admin fee / account holder | $6 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |