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 3-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 | $5,156 | $57,281-91.0% | $86,612-94.0% | $75,163-93.1% |
| Participation rate | 95.0% | 63.2%+31.8pp | 71.7%+23.3pp | 67.2%+27.8pp |
| Annual return | 545.18% | 2670.75%-2125.6pp | 591.07%-45.9pp | 160.62%+384.6pp |
| Employer contribution / active EE | $1,069 | $2,314-53.8% | $3,022-64.6% | $2,670-60.0% |
| Participant deferral / active EE | $605 | $3,318-81.8% | $4,438-86.4% | $4,125-85.3% |
| Admin fee / account holder | $48 | $4,112-98.8% | $5,614-99.1% | $5,651-99.2% |