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 | $371 | $96,635-99.6% | $86,612-99.6% | $139,434-99.7% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 137.87% | 106.41%+31.5pp | 591.07%-453.2pp | 372.94%-235.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $315 | $4,836-93.5% | $4,438-92.9% | $6,710-95.3% |
| Admin fee / account holder | $7 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |