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 | $1,216 | $65,041-98.1% | $90,951-98.7% | $79,858-98.5% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 27.85% | 30.45%-2.6pp | 134.60%-106.8pp | 31.71%-3.9pp |
| Employer contribution / active EE | $272 | $1,247-78.2% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $552 | $2,512-78.0% | $3,373-83.6% | $3,740-85.3% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |