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 | $2,591 | $96,305-97.3% | $80,569-96.8% | $139,434-98.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 28.56% | 1350.08%-1321.5pp | 935.43%-906.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $512 | $3,262-84.3% | $2,723-81.2% | $4,751-89.2% |
| Participant deferral / active EE | $512 | $5,232-90.2% | $4,447-88.5% | $6,710-92.4% |
| Admin fee / account holder | $2 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |