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 | $765 | $158,398-99.5% | $126,539-99.4% | $142,382-99.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 25.85% | 593.76%-567.9pp | 425.95%-400.1pp | 217.08%-191.2pp |
| Employer contribution / active EE | $277 | $4,650-94.0% | $3,674-92.4% | $4,299-93.5% |
| Participant deferral / active EE | $309 | $4,767-93.5% | $4,083-92.4% | $6,507-95.3% |
| Admin fee / account holder | $3 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |