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 | $5,049 | $175,202-97.1% | $149,673-96.6% | $139,434-96.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.48% | 166.71%-123.2pp | 134.42%-90.9pp | 372.94%-329.5pp |
| Employer contribution / active EE | $1,439 | $5,474-73.7% | $4,818-70.1% | $4,751-69.7% |
| Participant deferral / active EE | $1,744 | $6,519-73.3% | $5,680-69.3% | $6,710-74.0% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |