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 | $1,405 | $110,502-98.7% | $80,716-98.3% | $167,490-99.2% |
| Participation rate | 94.4% | 64.0%+30.5pp | 54.2%+40.3pp | 82.1%+12.3pp |
| Annual return | 12.25% | 120.54%-108.3pp | 87.28%-75.0pp | 478.56%-466.3pp |
| Employer contribution / active EE | $33 | $1,543-97.9% | $1,160-97.2% | $4,837-99.3% |
| Participant deferral / active EE | $52 | $2,871-98.2% | $2,146-97.6% | $6,341-99.2% |
| Admin fee / account holder | $195 | $4,545-95.7% | $3,380-94.2% | $12,309-98.4% |