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 | $798 | $100,852-99.2% | $90,404-99.1% | $158,922-99.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 44.64% | 1724.20%-1679.6pp | 1293.02%-1248.4pp | 302.83%-258.2pp |
| Employer contribution / active EE | $170 | $3,689-95.4% | $3,262-94.8% | $4,761-96.4% |
| Participant deferral / active EE | $261 | $4,348-94.0% | $3,963-93.4% | $5,982-95.6% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |