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 | $109 | $27,915-99.6% | $58,482-99.8% | $75,163-99.9% |
| Participation rate | 73.2% | 38.8%+34.3pp | 50.9%+22.3pp | 67.2%+6.0pp |
| Annual return | 76.45% | 44.20%+32.3pp | 4239.32%-4162.9pp | 160.62%-84.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $65 | $1,201-94.6% | $1,924-96.6% | $4,125-98.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |