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 | $208 | $58,208-99.6% | $81,812-99.7% | $80,856-99.7% |
| Participation rate | 81.5% | 63.4%+18.1pp | 72.3%+9.1pp | 67.6%+13.8pp |
| Annual return | 11.39% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $66 | $3,281-98.0% | $4,319-98.5% | $4,296-98.5% |
| Admin fee / account holder | $14 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |