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 4-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 | $2,232 | $102,966-97.8% | $90,281-97.5% | $152,861-98.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 34.72% | 95.16%-60.4pp | 78.10%-43.4pp | 345.32%-310.6pp |
| Employer contribution / active EE | $435 | $3,139-86.1% | $2,854-84.7% | $4,762-90.9% |
| Participant deferral / active EE | $619 | $4,281-85.6% | $3,885-84.1% | $5,850-89.4% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |