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 | $2,941 | $88,751-96.7% | $81,812-96.4% | $145,922-98.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.84% | 1025.40%-1010.6pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $487 | $3,083-84.2% | $2,912-83.3% | $4,660-89.5% |
| Participant deferral / active EE | $375 | $4,643-91.9% | $4,319-91.3% | $6,688-94.4% |
| Admin fee / account holder | $33 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |