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 4-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 | $2,847 | $99,877-97.1% | $84,966-96.6% | $145,922-98.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 13.49% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $611 | $3,231-81.1% | $2,727-77.6% | $4,660-86.9% |
| Participant deferral / active EE | $668 | $5,291-87.4% | $4,519-85.2% | $6,688-90.0% |
| Admin fee / account holder | $37 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |