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 8-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 | $1,157 | $100,852-98.9% | $90,404-98.7% | $158,922-99.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 36.34% | 1724.20%-1687.9pp | 1293.02%-1256.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $273 | $3,689-92.6% | $3,262-91.6% | $4,761-94.3% |
| Participant deferral / active EE | $410 | $4,348-90.6% | $3,963-89.7% | $5,982-93.2% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |