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 5-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 | $8,950 | $100,801-91.1% | $149,696-94.0% | $73,409-87.8% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 321.32% | 265.34%+56.0pp | 276.60%+44.7pp | 59.29%+262.0pp |
| Employer contribution / active EE | $1,016 | $3,312-69.3% | $4,644-78.1% | $2,234-54.5% |
| Participant deferral / active EE | $2,372 | $6,404-63.0% | $6,842-65.3% | $3,805-37.7% |
| Admin fee / account holder | $80 | $181-55.8% | $9,309-99.1% | $158-49.4% |