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 | $2,247 | $109,817-98.0% | $98,442-97.7% | $167,490-98.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 15.57% | 1956.69%-1941.1pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $482 | $3,224-85.0% | $2,960-83.7% | $4,837-90.0% |
| Participant deferral / active EE | $602 | $4,673-87.1% | $4,276-85.9% | $6,341-90.5% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |