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.
Employer 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 | $655 | $81,625-99.2% | $58,482-98.9% | $139,434-99.5% |
| Participation rate | 85.0% | 61.3%+23.7pp | 50.9%+34.1pp | 80.3%+4.7pp |
| Annual return | 26.78% | 7404.20%-7377.4pp | 4239.32%-4212.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $372 | $2,557-85.4% | $1,924-80.6% | $6,710-94.5% |
| Admin fee / account holder | $3 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |