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 | $255 | $76,738-99.7% | $56,411-99.5% | $145,922-99.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $113 | $1,380-91.8% | $1,039-89.2% | $4,660-97.6% |
| Participant deferral / active EE | $113 | $2,623-95.7% | $1,952-94.2% | $6,688-98.3% |
| Admin fee / account holder | $189 | $3,334-94.3% | $2,829-93.3% | $13,397-98.6% |