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 5-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 | $775 | $70,606-98.9% | $53,898-98.6% | $142,382-99.5% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 14.79% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $142 | $1,202-88.2% | $932-84.7% | $4,299-96.7% |
| Participant deferral / active EE | $156 | $2,364-93.4% | $1,826-91.4% | $6,507-97.6% |
| Admin fee / account holder | $120 | $2,852-95.8% | $2,491-95.2% | $12,624-99.1% |