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 | $6,663 | $189,613-96.5% | $167,512-96.0% | $142,382-95.3% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 19.66% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $567 | $4,349-87.0% | $3,882-85.4% | $4,299-86.8% |
| Participant deferral / active EE | $944 | $6,981-86.5% | $6,405-85.3% | $6,507-85.5% |
| Admin fee / account holder | $60 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |