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 3-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 | $3,651 | $106,584-96.6% | $101,326-96.4% | $142,382-97.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 33.16% | 36.93%-3.8pp | 36.82%-3.7pp | 217.08%-183.9pp |
| Employer contribution / active EE | $195 | $3,956-95.1% | $3,665-94.7% | $4,299-95.5% |
| Participant deferral / active EE | $195 | $8,297-97.6% | $7,994-97.6% | $6,507-97.0% |
| Admin fee / account holder | $8 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |