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 3-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 | $3,140 | $111,754-97.2% | $103,333-97.0% | $145,922-97.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.39% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $885 | $4,212-79.0% | $3,868-77.1% | $4,660-81.0% |
| Participant deferral / active EE | $1,473 | $5,619-73.8% | $5,057-70.9% | $6,688-78.0% |
| Admin fee / account holder | $126 | $9,750-98.7% | $8,355-98.5% | $13,397-99.1% |