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 | $5,486 | $106,890-94.9% | $84,015-93.5% | $152,861-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.14% | 104.99%-86.8pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,342 | $2,734+22.2% | $1,983+68.5% | $4,762-29.8% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $213 | $8,285-97.4% | $6,101-96.5% | $11,596-98.2% |