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 3-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 | $3,808 | $100,773-96.2% | $88,946-95.7% | $142,382-97.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.17% | 70.18%-45.0pp | 57.82%-32.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $540 | $2,918-81.5% | $2,555-78.9% | $4,299-87.4% |
| Participant deferral / active EE | $540 | $5,230-89.7% | $4,581-88.2% | $6,507-91.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |