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 7-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 | $3,529 | $118,849-97.0% | $96,562-96.3% | $167,490-97.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.35% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $557 | $3,120-82.1% | $2,356-76.3% | $4,837-88.5% |
| Participant deferral / active EE | $880 | $4,616-80.9% | $3,849-77.1% | $6,341-86.1% |
| Admin fee / account holder | $16 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |