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 | $1,716 | $53,516-96.8% | $126,539-98.6% | $84,808-98.0% |
| Participation rate | 87.8% | 58.2%+29.6pp | 69.8%+18.0pp | 68.3%+19.5pp |
| Annual return | 24.22% | 58.34%-34.1pp | 425.95%-401.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $271 | $1,535-82.4% | $3,674-92.6% | $2,631-89.7% |
| Participant deferral / active EE | $297 | $2,671-88.9% | $4,083-92.7% | $4,212-93.0% |
| Admin fee / account holder | $67 | $4,497-98.5% | $6,065-98.9% | $7,344-99.1% |