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 | $1,224 | $99,877-98.8% | $84,966-98.6% | $145,922-99.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $824 | $3,231-74.5% | $2,727-69.8% | $4,660-82.3% |
| Participant deferral / active EE | $824 | $5,291-84.4% | $4,519-81.8% | $6,688-87.7% |
| Admin fee / account holder | $29 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |