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 10-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 | $7,320 | $90,600-91.9% | $79,464-90.8% | $135,375-94.6% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -6.73% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $213 | $3,068-93.1% | $2,800-92.4% | $4,779-95.5% |
| Participant deferral / active EE | $213 | $4,050-94.7% | $3,704-94.3% | $5,609-96.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |