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 3-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 | $2,621 | $89,753-97.1% | $107,525-97.6% | $84,808-96.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 36.32% | 29.48%+6.8pp | 181.32%-145.0pp | 40.90%-4.6pp |
| Employer contribution / active EE | $2,414 | $3,113-22.5% | $3,754-35.7% | $2,631-8.2% |
| Participant deferral / active EE | $404 | $4,056-90.0% | $5,116-92.1% | $4,212-90.4% |
| Admin fee / account holder | $127 | $7,222-98.2% | $8,919-98.6% | $7,344-98.3% |