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 4-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 | $1,826 | $96,635-98.1% | $86,612-97.9% | $139,434-98.7% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 32.11% | 106.41%-74.3pp | 591.07%-559.0pp | 372.94%-340.8pp |
| Employer contribution / active EE | $438 | $3,263-86.6% | $3,022-85.5% | $4,751-90.8% |
| Participant deferral / active EE | $600 | $4,836-87.6% | $4,438-86.5% | $6,710-91.1% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |