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 3-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 | $477 | $158,398-99.7% | $126,539-99.6% | $142,382-99.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 13.39% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $267 | $4,650-94.3% | $3,674-92.7% | $4,299-93.8% |
| Participant deferral / active EE | $281 | $4,767-94.1% | $4,083-93.1% | $6,507-95.7% |
| Admin fee / account holder | $205 | $6,918-97.0% | $6,065-96.6% | $12,624-98.4% |