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 | $1,423 | $52,279-97.3% | $89,391-98.4% | $79,858-98.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 33.03% | 22.16%+10.9pp | 245.62%-212.6pp | 31.71%+1.3pp |
| Employer contribution / active EE | $825 | $1,572-47.5% | $2,586-68.1% | $2,471-66.6% |
| Participant deferral / active EE | $772 | $2,740-71.8% | $3,890-80.2% | $3,740-79.4% |
| Admin fee / account holder | $22 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |