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 | $924 | $158,398-99.4% | $126,539-99.3% | $142,382-99.4% |
| Participation rate | 79.2% | 75.8%+3.4pp | 69.8%+9.3pp | 80.1%-1.0pp |
| Annual return | 30.43% | 593.76%-563.3pp | 425.95%-395.5pp | 217.08%-186.6pp |
| Employer contribution / active EE | $261 | $4,650-94.4% | $3,674-92.9% | $4,299-93.9% |
| Participant deferral / active EE | $309 | $4,767-93.5% | $4,083-92.4% | $6,507-95.3% |
| Admin fee / account holder | $11 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |