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 | $4,935 | $159,901-96.9% | $146,958-96.6% | $145,922-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,459 | $5,286-72.4% | $4,933-70.4% | $4,660-68.7% |
| Participant deferral / active EE | $1,522 | $8,428-81.9% | $8,070-81.1% | $6,688-77.2% |
| Admin fee / account holder | $198 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |