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 | $3,759 | $99,985-96.2% | $146,665-97.4% | $85,850-95.6% |
| Participation rate | 86.4% | 73.1%+13.3pp | 80.1%+6.3pp | 69.3%+17.0pp |
| Annual return | 22.00% | 18.93%+3.1pp | 22.74%-0.7pp | 318.53%-296.5pp |
| Employer contribution / active EE | $679 | $2,559-73.4% | $4,136-83.6% | $2,565-73.5% |
| Participant deferral / active EE | $1,565 | $4,006-60.9% | $5,506-71.6% | $3,952-60.4% |
| Admin fee / account holder | $79 | $7,702-99.0% | $10,280-99.2% | $6,260-98.7% |