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 6-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 | $14,591 | $159,901-90.9% | $146,958-90.1% | $145,922-90.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.68% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,120 | $5,286-78.8% | $4,933-77.3% | $4,660-76.0% |
| Participant deferral / active EE | $1,854 | $8,428-78.0% | $8,070-77.0% | $6,688-72.3% |
| Admin fee / account holder | $123 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |