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 5-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 | $155 | $69,518-99.8% | $59,878-99.7% | $135,375-99.9% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | -0.90% | 7.94%-8.8pp | 3.46%-4.4pp | 519.73%-520.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $29 | $4,206-99.3% | $3,402-99.1% | $5,609-99.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |