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 | $2,659 | $112,096-97.6% | $95,952-97.2% | $158,922-98.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.88% | 171.09%-148.2pp | 91.61%-68.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,670 | $3,198-47.8% | $2,541-34.3% | $4,761-64.9% |
| Participant deferral / active EE | $1,414 | $4,784-70.4% | $4,167-66.1% | $5,982-76.4% |
| Admin fee / account holder | $247 | $10,130-97.6% | $6,795-96.4% | $11,246-97.8% |