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 6-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 | $1,912 | $165,335-98.8% | $149,696-98.7% | $158,922-98.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 3125.00% | 348.15%+2776.9pp | 276.60%+2848.4pp | 302.83%+2822.2pp |
| Employer contribution / active EE | $2,355 | $5,103-53.8% | $4,644-49.3% | $4,761-50.5% |
| Participant deferral / active EE | $143 | $7,181-98.0% | $6,842-97.9% | $5,982-97.6% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |