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 8-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 | $3,956 | $60,124-93.4% | $90,404-95.6% | $79,858-95.0% |
| Participation rate | 71.9% | 65.0%+6.9pp | 72.7%-0.8pp | 69.6%+2.2pp |
| Annual return | 140122.03% | 71.94%+140050.1pp | 1293.02%+138829.0pp | 31.71%+140090.3pp |
| Employer contribution / active EE | $265 | $2,068-87.2% | $3,262-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $488 | $2,938-83.4% | $3,963-87.7% | $3,740-87.0% |
| Admin fee / account holder | $14 | $3,976-99.7% | $5,611-99.8% | $5,306-99.7% |