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 3-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 | $4,652 | $95,266-95.1% | $82,389-94.4% | $142,382-96.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.66% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $528 | $2,991-82.3% | $2,517-79.0% | $4,299-87.7% |
| Participant deferral / active EE | $798 | $4,809-83.4% | $4,155-80.8% | $6,507-87.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |