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 4-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 | $798 | $117,841-99.3% | $102,423-99.2% | $145,922-99.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 11.91% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $256 | $5,731-95.5% | $5,053-94.9% | $6,688-96.2% |
| Admin fee / account holder | $129 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |