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 | $2,291 | $53,516-95.7% | $126,539-98.2% | $84,808-97.3% |
| Participation rate | 88.2% | 58.2%+30.0pp | 69.8%+18.4pp | 68.3%+19.9pp |
| Annual return | 17.51% | 58.34%-40.8pp | 425.95%-408.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $336 | $1,535-78.1% | $3,674-90.9% | $2,631-87.2% |
| Participant deferral / active EE | $695 | $2,671-74.0% | $4,083-83.0% | $4,212-83.5% |
| Admin fee / account holder | $24 | $4,497-99.5% | $6,065-99.6% | $7,344-99.7% |