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 | $1,758 | $56,114-96.9% | $96,139-98.2% | $85,850-98.0% |
| Participation rate | 72.9% | 56.7%+16.2pp | 68.4%+4.5pp | 69.3%+3.6pp |
| Annual return | 18.68% | 42.30%-23.6pp | 191.94%-173.3pp | 318.53%-299.9pp |
| Employer contribution / active EE | $257 | $1,620-84.1% | $2,797-90.8% | $2,565-90.0% |
| Participant deferral / active EE | $562 | $2,859-80.4% | $4,349-87.1% | $3,952-85.8% |
| Admin fee / account holder | $65 | $3,768-98.3% | $5,537-98.8% | $6,260-99.0% |