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 | $1,525 | $100,773-98.5% | $88,946-98.3% | $142,382-98.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.63% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $354 | $2,918-87.9% | $2,555-86.1% | $4,299-91.8% |
| Participant deferral / active EE | $443 | $5,230-91.5% | $4,581-90.3% | $6,507-93.2% |
| Admin fee / account holder | $17 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |