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 6-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 | $904 | $102,966-99.1% | $90,281-99.0% | $152,861-99.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 240.64% | 95.16%+145.5pp | 78.10%+162.5pp | 345.32%-104.7pp |
| Employer contribution / active EE | $449 | $3,139-85.7% | $2,854-84.3% | $4,762-90.6% |
| Participant deferral / active EE | $679 | $4,281-84.1% | $3,885-82.5% | $5,850-88.4% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |