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 7-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 | $1,273 | $77,419-98.4% | $69,455-98.2% | $152,861-99.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 33.21% | 39.06%-5.8pp | 28.97%+4.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $472 | $3,315-85.8% | $2,779-83.0% | $4,762-90.1% |
| Participant deferral / active EE | $695 | $4,414-84.2% | $3,535-80.3% | $5,850-88.1% |
| Admin fee / account holder | $86 | $6,207-98.6% | $3,839-97.8% | $11,596-99.3% |