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 | $1,752 | $48,795-96.4% | $65,493-97.3% | $84,808-97.9% |
| Participation rate | 92.0% | 67.0%+25.0pp | 73.1%+18.9pp | 68.3%+23.7pp |
| Annual return | 24.02% | 20.20%+3.8pp | 982.45%-958.4pp | 40.90%-16.9pp |
| Employer contribution / active EE | $399 | $1,930-79.3% | $2,574-84.5% | $2,631-84.8% |
| Participant deferral / active EE | $423 | $2,928-85.6% | $3,961-89.3% | $4,212-90.0% |
| Admin fee / account holder | $10 | $3,877-99.8% | $5,028-99.8% | $7,344-99.9% |