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 | $3,082 | $158,398-98.1% | $126,539-97.6% | $142,382-97.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 22.24% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $25 | $4,650-99.5% | $3,674-99.3% | $4,299-99.4% |
| Participant deferral / active EE | $152 | $4,767-96.8% | $4,083-96.3% | $6,507-97.7% |
| Admin fee / account holder | $9 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |