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 | $253 | $30,400-99.2% | $53,898-99.5% | $84,808-99.7% |
| Participation rate | 79.4% | 46.4%+33.0pp | 55.0%+24.5pp | 68.3%+11.1pp |
| Annual return | 40.50% | 500.19%-459.7pp | 528.60%-488.1pp | 40.90%-0.4pp |
| Employer contribution / active EE | $93 | $603-84.5% | $932-90.0% | $2,631-96.5% |
| Participant deferral / active EE | $245 | $1,199-79.6% | $1,826-86.6% | $4,212-94.2% |
| Admin fee / account holder | $8 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |