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 | $3,014 | $99,877-97.0% | $84,966-96.5% | $145,922-97.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.47% | 83.76%-55.3pp | 66.38%-37.9pp | 561.29%-532.8pp |
| Employer contribution / active EE | $694 | $3,231-78.5% | $2,727-74.5% | $4,660-85.1% |
| Participant deferral / active EE | $771 | $5,291-85.4% | $4,519-82.9% | $6,688-88.5% |
| Admin fee / account holder | $81 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |