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 | $1,389 | $95,561-98.5% | $77,163-98.2% | $139,434-99.0% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 72.01% | 54.92%+17.1pp | 37.87%+34.1pp | 372.94%-300.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $777 | $4,624-83.2% | $3,833-79.7% | $6,710-88.4% |
| Admin fee / account holder | $9 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |