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 4-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 | $1,432 | $69,207-97.9% | $64,056-97.8% | $139,434-99.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 82.79% | 45.88%+36.9pp | 33.69%+49.1pp | 372.94%-290.1pp |
| Employer contribution / active EE | $550 | $3,182-82.7% | $2,747-80.0% | $4,751-88.4% |
| Participant deferral / active EE | $796 | $4,682-83.0% | $3,880-79.5% | $6,710-88.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |