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 9-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 | $9,416 | $78,672-88.0% | $109,143-91.4% | $85,850-89.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.07% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $698 | $2,735-74.5% | $3,722-81.2% | $2,565-72.8% |
| Participant deferral / active EE | $748 | $3,467-78.4% | $4,653-83.9% | $3,952-81.1% |
| Admin fee / account holder | $20 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |