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 | $5,829 | $95,416-93.9% | $185,823-96.9% | $85,850-93.2% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 18.87% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,497 | $3,314-24.6% | $5,167-51.7% | $2,565-2.7% |
| Participant deferral / active EE | $72 | $3,423-97.9% | $5,568-98.7% | $3,952-98.2% |
| Admin fee / account holder | $181 | $7,213-97.5% | $16,237-98.9% | $6,260-97.1% |