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 8-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 | $3,975 | $112,096-96.5% | $95,952-95.9% | $158,922-97.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 24.38% | 171.09%-146.7pp | 91.61%-67.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $705 | $3,198-78.0% | $2,541-72.3% | $4,761-85.2% |
| Participant deferral / active EE | $823 | $4,784-82.8% | $4,167-80.2% | $5,982-86.2% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |