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 | $3,891 | $100,773-96.1% | $88,946-95.6% | $142,382-97.3% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.8%+15.4pp | 80.1%+4.1pp |
| Annual return | 19.99% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $649 | $2,918-77.8% | $2,555-74.6% | $4,299-84.9% |
| Participant deferral / active EE | $698 | $5,230-86.7% | $4,581-84.8% | $6,507-89.3% |
| Admin fee / account holder | $97 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |