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 | $6,473 | $94,529-93.2% | $140,016-95.4% | $64,186-89.9% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | 75.37% | 7.77%+67.6pp | 651.12%-575.8pp | 7.63%+67.7pp |
| Employer contribution / active EE | $1,457 | $3,812-61.8% | $5,606-74.0% | $2,381-38.8% |
| Participant deferral / active EE | $2,058 | $5,250-60.8% | $6,927-70.3% | $3,470-40.7% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |