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 6-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 | $3,099 | $91,190-96.6% | $178,490-98.3% | $79,858-96.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.02% | 24.19%+0.8pp | 151.07%-126.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $796 | $3,256-75.6% | $5,011-84.1% | $2,471-67.8% |
| Participant deferral / active EE | $842 | $3,236-74.0% | $5,202-83.8% | $3,740-77.5% |
| Admin fee / account holder | $235 | $6,751-96.5% | $13,984-98.3% | $5,306-95.6% |