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 7-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 | $2,009 | $77,419-97.4% | $69,455-97.1% | $152,861-98.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 39.40% | 39.06%+0.3pp | 28.97%+10.4pp | 345.32%-305.9pp |
| Employer contribution / active EE | $614 | $3,315-81.5% | $2,779-77.9% | $4,762-87.1% |
| Participant deferral / active EE | $646 | $4,414-85.4% | $3,535-81.7% | $5,850-89.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |