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 8-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 | $793 | $53,127-98.5% | $86,590-99.1% | $70,131-98.9% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $296 | $2,068-85.7% | $2,839-89.6% | $2,342-87.4% |
| Participant deferral / active EE | $480 | $2,696-82.2% | $3,609-86.7% | $3,332-85.6% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |