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 7-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 | $3,127 | $209,411-98.5% | $178,490-98.2% | $158,922-98.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.36% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,206 | $5,706-78.9% | $5,011-75.9% | $4,761-74.7% |
| Participant deferral / active EE | $1,093 | $5,954-81.6% | $5,202-79.0% | $5,982-81.7% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |