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 | $3,550 | $49,922-92.9% | $80,569-95.6% | $75,163-95.3% |
| Participation rate | 94.0% | 55.3%+38.7pp | 67.0%+27.0pp | 67.2%+26.8pp |
| Annual return | 15.65% | 34.69%-19.0pp | 935.43%-919.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $748 | $1,698-56.0% | $2,723-72.6% | $2,670-72.0% |
| Participant deferral / active EE | $203 | $2,990-93.2% | $4,447-95.4% | $4,125-95.1% |
| Admin fee / account holder | $183 | $3,577-94.9% | $5,377-96.6% | $5,651-96.8% |