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 | $752 | $81,632-99.1% | $70,449-98.9% | $158,922-99.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $382 | $3,217-88.1% | $2,737-86.1% | $4,761-92.0% |
| Participant deferral / active EE | $403 | $4,554-91.2% | $3,709-89.1% | $5,982-93.3% |
| Admin fee / account holder | $1 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |