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 | $1,401 | $109,982-98.7% | $97,226-98.6% | $145,922-99.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 50.19% | 242.90%-192.7pp | 75.13%-24.9pp | 561.29%-511.1pp |
| Employer contribution / active EE | $594 | $3,084-80.8% | $2,729-78.3% | $4,660-87.3% |
| Participant deferral / active EE | $613 | $4,676-86.9% | $4,264-85.6% | $6,688-90.8% |
| Admin fee / account holder | $112 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |