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 4-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 | $556 | $60,022-99.1% | $88,946-99.4% | $84,808-99.3% |
| Participation rate | 77.5% | 57.8%+19.6pp | 68.8%+8.6pp | 68.3%+9.2pp |
| Annual return | 51.86% | 22.43%+29.4pp | 57.82%-6.0pp | 40.90%+11.0pp |
| Employer contribution / active EE | $323 | $1,703-81.0% | $2,555-87.3% | $2,631-87.7% |
| Participant deferral / active EE | $370 | $3,114-88.1% | $4,581-91.9% | $4,212-91.2% |
| Admin fee / account holder | $210 | $4,811-95.6% | $8,261-97.5% | $7,344-97.1% |