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 3-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 | $1,288 | $70,756-98.2% | $65,493-98.0% | $142,382-99.1% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 18.01% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $399 | $4,637-91.4% | $3,961-89.9% | $6,507-93.9% |
| Admin fee / account holder | $253 | $6,559-96.1% | $5,028-95.0% | $12,624-98.0% |