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 | $3,845 | $209,411-98.2% | $178,490-97.8% | $158,922-97.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 58.62% | 188.75%-130.1pp | 151.07%-92.5pp | 302.83%-244.2pp |
| Employer contribution / active EE | $1,574 | $5,706-72.4% | $5,011-68.6% | $4,761-66.9% |
| Participant deferral / active EE | $417 | $5,954-93.0% | $5,202-92.0% | $5,982-93.0% |
| Admin fee / account holder | $9 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |