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 | $3,286 | $111,754-97.1% | $103,333-96.8% | $145,922-97.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 40.41% | 24.77%+15.6pp | 24.88%+15.5pp | 561.29%-520.9pp |
| Employer contribution / active EE | $1,311 | $4,212-68.9% | $3,868-66.1% | $4,660-71.9% |
| Participant deferral / active EE | $1,331 | $5,619-76.3% | $5,057-73.7% | $6,688-80.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |