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 | $3,734 | $104,974-96.4% | $95,585-96.1% | $142,382-97.4% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.18% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $358 | $2,779-87.1% | $2,527-85.8% | $4,299-91.7% |
| Participant deferral / active EE | $358 | $4,352-91.8% | $4,023-91.1% | $6,507-94.5% |
| Admin fee / account holder | $12 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |