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 9-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 | $1,460 | $117,381-98.8% | $99,443-98.5% | $152,861-99.0% |
| Participation rate | 84.6% | 77.5%+7.1pp | 73.8%+10.8pp | 82.4%+2.2pp |
| Annual return | 20.52% | 31.87%-11.3pp | 30.72%-10.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $454 | $3,013-84.9% | $2,540-82.1% | $4,762-90.5% |
| Participant deferral / active EE | $663 | $4,086-83.8% | $3,619-81.7% | $5,850-88.7% |
| Admin fee / account holder | $162 | $7,631-97.9% | $6,250-97.4% | $11,596-98.6% |