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 | $521 | $95,561-99.5% | $77,163-99.3% | $139,434-99.6% |
| Participation rate | 84.6% | 73.9%+10.7pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 27.93% | 54.92%-27.0pp | 37.87%-9.9pp | 372.94%-345.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $339 | $4,624-92.7% | $3,833-91.2% | $6,710-95.0% |
| Admin fee / account holder | $102 | $8,295-98.8% | $5,472-98.1% | $11,403-99.1% |