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 | $2,466 | $158,398-98.4% | $126,539-98.1% | $142,382-98.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 19.21% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $209 | $4,650-95.5% | $3,674-94.3% | $4,299-95.1% |
| Participant deferral / active EE | $299 | $4,767-93.7% | $4,083-92.7% | $6,507-95.4% |
| Admin fee / account holder | $13 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |