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 | $612 | $100,852-99.4% | $90,404-99.3% | $158,922-99.6% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 14.99% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $403 | $4,348-90.7% | $3,963-89.8% | $5,982-93.3% |
| Admin fee / account holder | $42 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |