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 7-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 | $2,624 | $98,750-97.3% | $149,696-98.2% | $79,858-96.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 46.31% | 27.43%+18.9pp | 276.60%-230.3pp | 31.71%+14.6pp |
| Employer contribution / active EE | $677 | $3,216-78.9% | $4,644-85.4% | $2,471-72.6% |
| Participant deferral / active EE | $1,722 | $5,680-69.7% | $6,842-74.8% | $3,740-54.0% |
| Admin fee / account holder | $143 | $6,053-97.6% | $9,309-98.5% | $5,306-97.3% |