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 10-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 | $1,144 | $98,750-98.8% | $149,696-99.2% | $79,858-98.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $714 | $3,216-77.8% | $4,644-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $42 | $5,680-99.3% | $6,842-99.4% | $3,740-98.9% |
| Admin fee / account holder | $10 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |