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 | $7,909 | $159,901-95.1% | $146,958-94.6% | $145,922-94.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 148.33% | 98.13%+50.2pp | 418.34%-270.0pp | 561.29%-413.0pp |
| Employer contribution / active EE | $1,518 | $5,286-71.3% | $4,933-69.2% | $4,660-67.4% |
| Participant deferral / active EE | $1,622 | $8,428-80.8% | $8,070-79.9% | $6,688-75.7% |
| Admin fee / account holder | $94 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |