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 | $2,929 | $53,822-94.6% | $75,696-96.1% | $85,850-96.6% |
| Participation rate | 98.3% | 69.1%+29.2pp | 74.8%+23.5pp | 69.3%+29.0pp |
| Annual return | 13.04% | 24.54%-11.5pp | 104.53%-91.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,369 | $2,017-32.1% | $2,743-50.1% | $2,565-46.6% |
| Participant deferral / active EE | $838 | $2,895-71.0% | $3,821-78.1% | $3,952-78.8% |
| Admin fee / account holder | $19 | $3,343-99.4% | $3,619-99.5% | $6,260-99.7% |