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 | $209 | $53,516-99.6% | $126,539-99.8% | $84,808-99.8% |
| Participation rate | 79.3% | 58.2%+21.1pp | 69.8%+9.5pp | 68.3%+11.0pp |
| Annual return | 14.33% | 58.34%-44.0pp | 425.95%-411.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $156 | $2,671-94.2% | $4,083-96.2% | $4,212-96.3% |
| Admin fee / account holder | $114 | $4,497-97.5% | $6,065-98.1% | $7,344-98.4% |