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 4-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 | $2,031 | $110,261-98.2% | $95,745-97.9% | $139,434-98.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.76% | 27.11%-13.4pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $225 | $4,676-95.2% | $4,245-94.7% | $6,710-96.6% |
| Admin fee / account holder | $90 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |