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 | $2,854 | $99,877-97.1% | $84,966-96.6% | $145,922-98.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.54% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $662 | $3,231-79.5% | $2,727-75.7% | $4,660-85.8% |
| Participant deferral / active EE | $876 | $5,291-83.4% | $4,519-80.6% | $6,688-86.9% |
| Admin fee / account holder | $40 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |