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 4-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 | $3,442 | $104,974-96.7% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 17.49% | 210.33%-192.8pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $510 | $2,779-81.7% | $2,527-79.8% | $4,299-88.1% |
| Participant deferral / active EE | $609 | $4,352-86.0% | $4,023-84.9% | $6,507-90.6% |
| Admin fee / account holder | $70 | $6,386-98.9% | $6,127-98.9% | $12,624-99.4% |