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 3-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 | $14,028 | $159,901-91.2% | $146,958-90.5% | $145,922-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 138.22% | 98.13%+40.1pp | 418.34%-280.1pp | 561.29%-423.1pp |
| Employer contribution / active EE | $2,338 | $5,286-55.8% | $4,933-52.6% | $4,660-49.8% |
| Participant deferral / active EE | $2,434 | $8,428-71.1% | $8,070-69.8% | $6,688-63.6% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |