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 | $3,260 | $112,096-97.1% | $95,952-96.6% | $158,922-97.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 27.72% | 171.09%-143.4pp | 91.61%-63.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $877 | $3,198-72.6% | $2,541-65.5% | $4,761-81.6% |
| Participant deferral / active EE | $205 | $4,784-95.7% | $4,167-95.1% | $5,982-96.6% |
| Admin fee / account holder | $36 | $10,130-99.6% | $6,795-99.5% | $11,246-99.7% |