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 10-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 | $3,289 | $78,705-95.8% | $117,854-97.2% | $70,131-95.3% |
| Participation rate | 94.1% | 73.2%+20.9pp | 79.7%+14.5pp | 69.5%+24.6pp |
| Annual return | 23.84% | 23.30%+0.5pp | 335.08%-311.2pp | 73.14%-49.3pp |
| Employer contribution / active EE | $539 | $2,223-75.8% | $3,786-85.8% | $2,342-77.0% |
| Participant deferral / active EE | $1,161 | $3,297-64.8% | $4,482-74.1% | $3,332-65.1% |
| Admin fee / account holder | $17 | $5,065-99.7% | $8,020-99.8% | $4,645-99.6% |