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 7-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 | $5,388 | $105,181-94.9% | $159,436-96.6% | $85,850-93.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 22.59% | 45.07%-22.5pp | 263.57%-241.0pp | 318.53%-295.9pp |
| Employer contribution / active EE | $986 | $3,318-70.3% | $4,829-79.6% | $2,565-61.6% |
| Participant deferral / active EE | $2,078 | $5,945-65.0% | $7,352-71.7% | $3,952-47.4% |
| Admin fee / account holder | $43 | $6,933-99.4% | $10,799-99.6% | $6,260-99.3% |