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 | $3,520 | $102,616-96.6% | $81,983-95.7% | $158,922-97.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 27.71% | 61.04%-33.3pp | 41.31%-13.6pp | 302.83%-275.1pp |
| Employer contribution / active EE | $579 | $3,240-82.1% | $2,498-76.8% | $4,761-87.8% |
| Participant deferral / active EE | $818 | $4,648-82.4% | $3,722-78.0% | $5,982-86.3% |
| Admin fee / account holder | $13 | $8,235-99.8% | $5,664-99.8% | $11,246-99.9% |