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 7-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 | $3,348 | $98,750-96.6% | $149,696-97.8% | $79,858-95.8% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.6%+16.7pp |
| Annual return | 143.70% | 27.43%+116.3pp | 276.60%-132.9pp | 31.71%+112.0pp |
| Employer contribution / active EE | $1,205 | $3,216-62.6% | $4,644-74.1% | $2,471-51.2% |
| Participant deferral / active EE | $1,929 | $5,680-66.0% | $6,842-71.8% | $3,740-48.4% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |