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 | $4,660 | $109,327-95.7% | $89,391-94.8% | $158,922-97.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 17.33% | 345.68%-328.3pp | 245.62%-228.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $337 | $3,170-89.4% | $2,586-87.0% | $4,761-92.9% |
| Participant deferral / active EE | $386 | $4,598-91.6% | $3,890-90.1% | $5,982-93.5% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |