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 | $1,323 | $100,852-98.7% | $90,404-98.5% | $158,922-99.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 107.10% | 1724.20%-1617.1pp | 1293.02%-1185.9pp | 302.83%-195.7pp |
| Employer contribution / active EE | $278 | $3,689-92.5% | $3,262-91.5% | $4,761-94.2% |
| Participant deferral / active EE | $550 | $4,348-87.3% | $3,963-86.1% | $5,982-90.8% |
| Admin fee / account holder | $7 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |