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 6-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 | $1,064 | $100,852-98.9% | $90,404-98.8% | $158,922-99.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 47.57% | 1724.20%-1676.6pp | 1293.02%-1245.4pp | 302.83%-255.3pp |
| Employer contribution / active EE | $287 | $3,689-92.2% | $3,262-91.2% | $4,761-94.0% |
| Participant deferral / active EE | $287 | $4,348-93.4% | $3,963-92.7% | $5,982-95.2% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |