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 | $1,494 | $104,486-98.6% | $76,817-98.1% | $152,861-99.0% |
| Participation rate | 91.7% | 76.6%+15.1pp | 72.1%+19.6pp | 82.4%+9.2pp |
| Annual return | 30.75% | 1013.37%-982.6pp | 1166.11%-1135.4pp | 345.32%-314.6pp |
| Employer contribution / active EE | $433 | $3,116-86.1% | $2,302-81.2% | $4,762-90.9% |
| Participant deferral / active EE | $709 | $4,236-83.3% | $3,336-78.7% | $5,850-87.9% |
| Admin fee / account holder | $39 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |