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 | $7,527 | $159,602-95.3% | $150,045-95.0% | $142,382-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 74.11% | 70.24%+3.9pp | 62.55%+11.6pp | 217.08%-143.0pp |
| Employer contribution / active EE | $1,492 | $4,961-69.9% | $4,693-68.2% | $4,299-65.3% |
| Participant deferral / active EE | $2,413 | $8,310-71.0% | $7,997-69.8% | $6,507-62.9% |
| Admin fee / account holder | $21 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |