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 | $5,278 | $103,376-94.9% | $87,100-93.9% | $152,861-96.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.72% | 28.10%-2.4pp | 28.19%-2.5pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,336 | $3,220-27.5% | $2,521-7.4% | $4,762-51.0% |
| Participant deferral / active EE | $226 | $4,778-95.3% | $4,049-94.4% | $5,850-96.1% |
| Admin fee / account holder | $151 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |