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 9-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 | $6,722 | $109,327-93.9% | $89,391-92.5% | $158,922-95.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 14.45% | 345.68%-331.2pp | 245.62%-231.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $376 | $3,170-88.2% | $2,586-85.5% | $4,761-92.1% |
| Participant deferral / active EE | $626 | $4,598-86.4% | $3,890-83.9% | $5,982-89.5% |
| Admin fee / account holder | $38 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |