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 | $514 | $30,400-98.3% | $53,898-99.0% | $84,808-99.4% |
| Participation rate | 80.4% | 46.4%+34.0pp | 55.0%+25.5pp | 68.3%+12.1pp |
| Annual return | 16.08% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $117 | $603-80.6% | $932-87.4% | $2,631-95.5% |
| Participant deferral / active EE | $123 | $1,199-89.7% | $1,826-93.3% | $4,212-97.1% |
| Admin fee / account holder | $221 | $1,993-88.9% | $2,491-91.1% | $7,344-97.0% |