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 | $3,448 | $183,519-98.1% | $155,509-97.8% | $145,922-97.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 80.84% | 61.17%+19.7pp | 64.67%+16.2pp | 561.29%-480.4pp |
| Employer contribution / active EE | $1,296 | $5,313-75.6% | $4,672-72.3% | $4,660-72.2% |
| Participant deferral / active EE | $1,560 | $6,462-75.9% | $5,626-72.3% | $6,688-76.7% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |