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 4-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 | $2,642 | $48,795-94.6% | $65,493-96.0% | $84,808-96.9% |
| Participation rate | 78.6% | 67.0%+11.6pp | 73.1%+5.5pp | 68.3%+10.3pp |
| Annual return | 14.83% | 20.20%-5.4pp | 982.45%-967.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $690 | $2,928-76.4% | $3,961-82.6% | $4,212-83.6% |
| Admin fee / account holder | $254 | $3,877-93.4% | $5,028-94.9% | $7,344-96.5% |