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 | $3,421 | $227,553-98.5% | $189,557-98.2% | $167,490-98.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.52% | 78.40%-62.9pp | 64.17%-48.7pp | 478.56%-463.0pp |
| Employer contribution / active EE | $684 | $5,316-87.1% | $4,412-84.5% | $4,837-85.9% |
| Participant deferral / active EE | $1,103 | $7,002-84.2% | $6,174-82.1% | $6,341-82.6% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |