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 | $1,644 | $99,652-98.3% | $78,778-97.9% | $147,584-98.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 31.85% | 47.28%-15.4pp | 35.62%-3.8pp | 578.55%-546.7pp |
| Employer contribution / active EE | $342 | $2,796-87.8% | $1,986-82.8% | $4,876-93.0% |
| Participant deferral / active EE | $684 | $3,664-81.3% | $2,958-76.9% | $5,439-87.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |