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 | $3,765 | $175,202-97.9% | $149,673-97.5% | $139,434-97.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 56.50% | 166.71%-110.2pp | 134.42%-77.9pp | 372.94%-316.4pp |
| Employer contribution / active EE | $1,283 | $5,474-76.6% | $4,818-73.4% | $4,751-73.0% |
| Participant deferral / active EE | $1,552 | $6,519-76.2% | $5,680-72.7% | $6,710-76.9% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |