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 8-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 | $4,042 | $109,817-96.3% | $98,442-95.9% | $167,490-97.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.42% | 1956.69%-1947.3pp | 1492.73%-1483.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $513 | $3,224-84.1% | $2,960-82.7% | $4,837-89.4% |
| Participant deferral / active EE | $770 | $4,673-83.5% | $4,276-82.0% | $6,341-87.9% |
| Admin fee / account holder | $34 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |