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 | $3,025 | $100,773-97.0% | $88,946-96.6% | $142,382-97.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.12% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,207 | $2,918-58.6% | $2,555-52.8% | $4,299-71.9% |
| Participant deferral / active EE | $858 | $5,230-83.6% | $4,581-81.3% | $6,507-86.8% |
| Admin fee / account holder | $236 | $9,693-97.6% | $8,261-97.1% | $12,624-98.1% |