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 8-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 | $2,304 | $102,966-97.8% | $90,281-97.4% | $152,861-98.5% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.4%+10.9pp |
| Annual return | 36.53% | 95.16%-58.6pp | 78.10%-41.6pp | 345.32%-308.8pp |
| Employer contribution / active EE | $585 | $3,139-81.4% | $2,854-79.5% | $4,762-87.7% |
| Participant deferral / active EE | $726 | $4,281-83.1% | $3,885-81.3% | $5,850-87.6% |
| Admin fee / account holder | $3 | $6,171-100.0% | $5,351-99.9% | $11,596-100.0% |