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 | $4,640 | $169,032-97.3% | $129,207-96.4% | $145,922-96.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.42% | 14330.11%-14315.7pp | 9417.33%-9402.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $220 | $5,537-96.0% | $4,153-94.7% | $4,660-95.3% |
| Participant deferral / active EE | $270 | $4,987-94.6% | $4,168-93.5% | $6,688-96.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |