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 7-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 | $3,203 | $115,882-97.2% | $100,516-96.8% | $158,922-98.0% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 97.98% | 34.79%+63.2pp | 30.89%+67.1pp | 302.83%-204.8pp |
| Employer contribution / active EE | $1,315 | $4,103-68.0% | $3,418-61.5% | $4,761-72.4% |
| Participant deferral / active EE | $1,945 | $6,674-70.9% | $6,270-69.0% | $5,982-67.5% |
| Admin fee / account holder | $5 | $10,995-100.0% | $8,081-99.9% | $11,246-100.0% |