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 | $3,730 | $99,877-96.3% | $84,966-95.6% | $145,922-97.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.77% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $600 | $3,231-81.4% | $2,727-78.0% | $4,660-87.1% |
| Participant deferral / active EE | $715 | $5,291-86.5% | $4,519-84.2% | $6,688-89.3% |
| Admin fee / account holder | $98 | $7,248-98.7% | $6,149-98.4% | $13,397-99.3% |