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 | $4,983 | $53,053-90.6% | $126,539-96.1% | $74,304-93.3% |
| Participation rate | 70.1% | 48.0%+22.1pp | 69.8%+0.3pp | 60.3%+9.7pp |
| Annual return | 21.73% | 29.46%-7.7pp | 425.95%-404.2pp | 29.43%-7.7pp |
| Employer contribution / active EE | $268 | $1,168-77.1% | $3,674-92.7% | $2,241-88.1% |
| Participant deferral / active EE | $493 | $2,303-78.6% | $4,083-87.9% | $3,767-86.9% |
| Admin fee / account holder | $58 | $3,698-98.4% | $6,065-99.1% | $2,969-98.1% |