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 10-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 | $4,384 | $91,552-95.2% | $133,956-96.7% | $79,858-94.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.38% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $819 | $2,384-65.6% | $3,919-79.1% | $2,471-66.8% |
| Participant deferral / active EE | $190 | $3,733-94.9% | $5,048-96.2% | $3,740-94.9% |
| Admin fee / account holder | $48 | $6,321-99.2% | $8,927-99.5% | $5,306-99.1% |