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 | $3,156 | $100,852-96.9% | $90,404-96.5% | $158,922-98.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 14.04% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $231 | $3,689-93.8% | $3,262-92.9% | $4,761-95.2% |
| Participant deferral / active EE | $338 | $4,348-92.2% | $3,963-91.5% | $5,982-94.3% |
| Admin fee / account holder | $24 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |