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 | $2,711 | $102,966-97.4% | $90,281-97.0% | $152,861-98.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 18.99% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $313 | $3,139-90.0% | $2,854-89.0% | $4,762-93.4% |
| Participant deferral / active EE | $391 | $4,281-90.9% | $3,885-89.9% | $5,850-93.3% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |