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 | $931 | $60,124-98.5% | $90,404-99.0% | $79,858-98.8% |
| Participation rate | 83.0% | 65.0%+18.0pp | 72.7%+10.3pp | 69.6%+13.3pp |
| Annual return | 15.95% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $251 | $2,068-87.9% | $3,262-92.3% | $2,471-89.9% |
| Participant deferral / active EE | $413 | $2,938-86.0% | $3,963-89.6% | $3,740-89.0% |
| Admin fee / account holder | $30 | $3,976-99.3% | $5,611-99.5% | $5,306-99.4% |