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 | $4,577 | $76,000-94.0% | $154,107-97.0% | $64,186-92.9% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | 6.28% | 30.32%-24.0pp | 735.12%-728.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,193 | $3,351-64.4% | $5,298-77.5% | $2,381-49.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |