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 | $141 | $30,400-99.5% | $53,898-99.7% | $84,808-99.8% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 18.75% | 500.19%-481.4pp | 528.60%-509.9pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $44 | $1,199-96.4% | $1,826-97.6% | $4,212-99.0% |
| Admin fee / account holder | $11 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |