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 | $749 | $70,756-98.9% | $65,493-98.9% | $142,382-99.5% |
| Participation rate | 76.5% | 77.4%-0.9pp | 73.1%+3.4pp | 80.1%-3.6pp |
| Annual return | 81400.00% | 1754.89%+79645.1pp | 982.45%+80417.6pp | 217.08%+81182.9pp |
| Employer contribution / active EE | $317 | $2,881-89.0% | $2,574-87.7% | $4,299-92.6% |
| Participant deferral / active EE | $324 | $4,637-93.0% | $3,961-91.8% | $6,507-95.0% |
| Admin fee / account holder | $150 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |