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 5-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 | $2,303 | $100,852-97.7% | $90,404-97.5% | $158,922-98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.93% | 1724.20%-1699.3pp | 1293.02%-1268.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $234 | $3,689-93.7% | $3,262-92.8% | $4,761-95.1% |
| Participant deferral / active EE | $634 | $4,348-85.4% | $3,963-84.0% | $5,982-89.4% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |