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 6-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 | $106 | $57,541-99.8% | $95,745-99.9% | $75,163-99.9% |
| Participation rate | 93.5% | 62.5%+31.0pp | 72.3%+21.3pp | 67.2%+26.4pp |
| Annual return | 20.84% | 34.93%-14.1pp | 28.35%-7.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $124 | $3,074-96.0% | $4,245-97.1% | $4,125-97.0% |
| Admin fee / account holder | $65 | $4,099-98.4% | $5,678-98.9% | $5,651-98.8% |