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 | $4,719 | $185,822-97.5% | $169,993-97.2% | $139,434-96.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.98% | 60.50%-31.5pp | 53.37%-24.4pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,919 | $7,590-61.5% | $6,785-57.0% | $4,751-38.6% |
| Participant deferral / active EE | $2,124 | $11,622-81.7% | $10,408-79.6% | $6,710-68.3% |
| Admin fee / account holder | $23 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |