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 | $1,182 | $158,398-99.3% | $126,539-99.1% | $142,382-99.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 21.29% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $304 | $4,650-93.5% | $3,674-91.7% | $4,299-92.9% |
| Participant deferral / active EE | $312 | $4,767-93.5% | $4,083-92.4% | $6,507-95.2% |
| Admin fee / account holder | $94 | $6,918-98.6% | $6,065-98.4% | $12,624-99.3% |