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 | $2,788 | $111,724-97.5% | $93,606-97.0% | $145,922-98.1% |
| Participation rate | 87.0% | 74.2%+12.7pp | 68.7%+18.2pp | 80.3%+6.7pp |
| Annual return | 15.00% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $642 | $3,090-79.2% | $2,420-73.5% | $4,660-86.2% |
| Participant deferral / active EE | $1,076 | $4,912-78.1% | $4,411-75.6% | $6,688-83.9% |
| Admin fee / account holder | $72 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |