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 | $1,395 | $80,717-98.3% | $154,803-99.1% | $84,808-98.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $486 | $2,761-82.4% | $4,305-88.7% | $2,631-81.5% |
| Participant deferral / active EE | $488 | $3,303-85.2% | $5,540-91.2% | $4,212-88.4% |
| Admin fee / account holder | $226 | $6,746-96.7% | $14,329-98.4% | $7,344-96.9% |