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 4-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 | $1,616 | $96,305-98.3% | $80,569-98.0% | $139,434-98.8% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 24.69% | 1350.08%-1325.4pp | 935.43%-910.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $389 | $3,262-88.1% | $2,723-85.7% | $4,751-91.8% |
| Participant deferral / active EE | $561 | $5,232-89.3% | $4,447-87.4% | $6,710-91.6% |
| Admin fee / account holder | $180 | $6,599-97.3% | $5,377-96.7% | $11,403-98.4% |