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 | $615 | $136,179-99.5% | $98,755-99.4% | $167,490-99.6% |
| Participation rate | 70.0% | 70.2%-0.2pp | 65.7%+4.3pp | 82.1%-12.1pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $236 | $2,631-91.1% | $2,067-88.6% | $4,837-95.1% |
| Participant deferral / active EE | $251 | $3,716-93.3% | $3,035-91.7% | $6,341-96.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |