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 | $5,543 | $189,613-97.1% | $167,512-96.7% | $142,382-96.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 18.78% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $529 | $4,349-87.8% | $3,882-86.4% | $4,299-87.7% |
| Participant deferral / active EE | $662 | $6,981-90.5% | $6,405-89.7% | $6,507-89.8% |
| Admin fee / account holder | $31 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |