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 | $5,037 | $117,983-95.7% | $101,794-95.1% | $142,382-96.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 19.53% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $668 | $2,773-75.9% | $2,289-70.8% | $4,299-84.5% |
| Participant deferral / active EE | $816 | $4,714-82.7% | $4,084-80.0% | $6,507-87.5% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |