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 | $8,193 | $118,849-93.1% | $96,562-91.5% | $167,490-95.1% |
| Participation rate | 78.9% | 75.5%+3.5pp | 69.8%+9.1pp | 82.1%-3.2pp |
| Annual return | 15.49% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $543 | $3,120-82.6% | $2,356-76.9% | $4,837-88.8% |
| Participant deferral / active EE | $939 | $4,616-79.6% | $3,849-75.6% | $6,341-85.2% |
| Admin fee / account holder | $60 | $8,065-99.3% | $6,181-99.0% | $12,309-99.5% |