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 | $2,929 | $107,452-97.3% | $91,541-96.8% | $142,382-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.13% | 22.06%-4.9pp | 20.50%-3.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $191 | $2,994-93.6% | $2,505-92.4% | $4,299-95.6% |
| Participant deferral / active EE | $191 | $4,754-96.0% | $4,008-95.2% | $6,507-97.1% |
| Admin fee / account holder | $12 | $8,834-99.9% | $6,956-99.8% | $12,624-99.9% |