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 | $4,075 | $177,572-97.7% | $154,803-97.4% | $142,382-97.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,425 | $4,810-70.4% | $4,305-66.9% | $4,299-66.9% |
| Participant deferral / active EE | $1,425 | $6,272-77.3% | $5,540-74.3% | $6,507-78.1% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |