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 | $2,272 | $107,334-97.9% | $92,893-97.6% | $152,861-98.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 22.63% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $968 | $4,221-77.1% | $3,653-73.5% | $4,762-79.7% |
| Participant deferral / active EE | $1,046 | $4,845-78.4% | $4,236-75.3% | $5,850-82.1% |
| Admin fee / account holder | $56 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |