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 | $2,866 | $100,852-97.2% | $90,404-96.8% | $158,922-98.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 28.23% | 1724.20%-1696.0pp | 1293.02%-1264.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $612 | $3,689-83.4% | $3,262-81.2% | $4,761-87.1% |
| Participant deferral / active EE | $618 | $4,348-85.8% | $3,963-84.4% | $5,982-89.7% |
| Admin fee / account holder | $117 | $6,501-98.2% | $5,611-97.9% | $11,246-99.0% |