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 7-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 | $10,676 | $98,750-89.2% | $149,696-92.9% | $79,858-86.6% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 389.90% | 27.43%+362.5pp | 276.60%+113.3pp | 31.71%+358.2pp |
| Employer contribution / active EE | $641 | $3,216-80.1% | $4,644-86.2% | $2,471-74.1% |
| Participant deferral / active EE | $2,317 | $5,680-59.2% | $6,842-66.1% | $3,740-38.1% |
| Admin fee / account holder | $236 | $6,053-96.1% | $9,309-97.5% | $5,306-95.5% |