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 8-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 | $1,175 | $138,044-99.1% | $125,339-99.1% | $134,475-99.1% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -20.00% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $880 | $7,799-88.7% | $7,446-88.2% | $6,400-86.3% |
| Admin fee / account holder | $118 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |