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 | $220 | $81,625-99.7% | $58,482-99.6% | $139,434-99.8% |
| Participation rate | 78.9% | 61.3%+17.6pp | 50.9%+28.1pp | 80.3%-1.4pp |
| Annual return | 21.84% | 7404.20%-7382.4pp | 4239.32%-4217.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $57 | $2,557-97.8% | $1,924-97.0% | $6,710-99.1% |
| Admin fee / account holder | $6 | $3,265-99.8% | $2,516-99.8% | $11,403-99.9% |