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 8-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 | $3,142 | $104,664-97.0% | $85,682-96.3% | $167,490-98.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 25.58% | 21.45%+4.1pp | 21.49%+4.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $1,080 | $3,337-67.6% | $2,618-58.8% | $4,837-77.7% |
| Participant deferral / active EE | $1,080 | $4,824-77.6% | $3,923-72.5% | $6,341-83.0% |
| Admin fee / account holder | $9 | $10,032-99.9% | $6,873-99.9% | $12,309-99.9% |