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 6-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 | $5,012 | $118,849-95.8% | $96,562-94.8% | $167,490-97.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.21% | 50.49%-34.3pp | 37.78%-21.6pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,030 | $3,120-2.9% | $2,356+28.6% | $4,837-37.4% |
| Participant deferral / active EE | $705 | $4,616-84.7% | $3,849-81.7% | $6,341-88.9% |
| Admin fee / account holder | $221 | $8,065-97.3% | $6,181-96.4% | $12,309-98.2% |