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 | $2,860 | $70,669-96.0% | $169,368-98.3% | $75,163-96.2% |
| Participation rate | 72.7% | 64.8%+7.9pp | 77.1%-4.4pp | 67.2%+5.5pp |
| Annual return | 20.71% | 36.36%-15.7pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $571 | $2,211-74.2% | $4,013-85.8% | $2,670-78.6% |
| Participant deferral / active EE | $772 | $4,311-82.1% | $6,221-87.6% | $4,125-81.3% |
| Admin fee / account holder | $277 | $5,402-94.9% | $9,003-96.9% | $5,651-95.1% |