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 9-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 | $8,867 | $226,064-96.1% | $182,532-95.1% | $152,861-94.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.52% | 192.51%-178.0pp | 148.54%-134.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,045 | $4,978-79.0% | $4,076-74.4% | $4,762-78.1% |
| Participant deferral / active EE | $832 | $6,368-86.9% | $5,524-84.9% | $5,850-85.8% |
| Admin fee / account holder | $14 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |