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 | $2,499 | $107,452-97.7% | $91,541-97.3% | $142,382-98.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 25.12% | 22.06%+3.1pp | 20.50%+4.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $387 | $2,994-87.1% | $2,505-84.5% | $4,299-91.0% |
| Participant deferral / active EE | $434 | $4,754-90.9% | $4,008-89.2% | $6,507-93.3% |
| Admin fee / account holder | $10 | $8,834-99.9% | $6,956-99.9% | $12,624-99.9% |