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 7-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 | $929 | $81,625-98.9% | $58,482-98.4% | $139,434-99.3% |
| Participation rate | 90.9% | 61.3%+29.6pp | 50.9%+40.1pp | 80.3%+10.6pp |
| Annual return | 24.88% | 7404.20%-7379.3pp | 4239.32%-4214.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $72 | $1,398-94.8% | $1,053-93.1% | $4,751-98.5% |
| Participant deferral / active EE | $128 | $2,557-95.0% | $1,924-93.3% | $6,710-98.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |