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 | $1,146 | $77,899-98.5% | $149,673-99.2% | $75,163-98.5% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 17.74% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $474 | $3,137-84.9% | $4,818-90.2% | $2,670-82.2% |
| Participant deferral / active EE | $716 | $3,411-79.0% | $5,680-87.4% | $4,125-82.7% |
| Admin fee / account holder | $159 | $5,956-97.3% | $13,210-98.8% | $5,651-97.2% |