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 | $3,273 | $49,922-93.4% | $80,569-95.9% | $75,163-95.6% |
| Participation rate | 87.3% | 55.3%+32.0pp | 67.0%+20.3pp | 67.2%+20.1pp |
| Annual return | 15.90% | 34.69%-18.8pp | 935.43%-919.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,394 | $1,698-17.9% | $2,723-48.8% | $2,670-47.8% |
| Participant deferral / active EE | $677 | $2,990-77.4% | $4,447-84.8% | $4,125-83.6% |
| Admin fee / account holder | $61 | $3,577-98.3% | $5,377-98.9% | $5,651-98.9% |