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 7-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 | $2,203 | $118,680-98.1% | $98,907-97.8% | $158,922-98.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 84.00% | 372.35%-288.3pp | 196.43%-112.4pp | 302.83%-218.8pp |
| Employer contribution / active EE | $602 | $3,333-81.9% | $2,689-77.6% | $4,761-87.4% |
| Participant deferral / active EE | $1,051 | $5,088-79.3% | $4,244-75.2% | $5,982-82.4% |
| Admin fee / account holder | $10 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |