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 10-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 | $4,395 | $98,240-95.5% | $82,313-94.7% | $147,584-97.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 19.78% | 30.85%-11.1pp | 25.88%-6.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,453 | $3,192-54.5% | $2,428-40.2% | $4,876-70.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $80 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |