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 | $2,213 | $189,613-98.8% | $167,512-98.7% | $142,382-98.4% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 29.20% | 2024.68%-1995.5pp | 1615.79%-1586.6pp | 217.08%-187.9pp |
| Employer contribution / active EE | $555 | $4,349-87.2% | $3,882-85.7% | $4,299-87.1% |
| Participant deferral / active EE | $1,003 | $6,981-85.6% | $6,405-84.3% | $6,507-84.6% |
| Admin fee / account holder | $271 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |