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 4-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 | $7,301 | $148,534-95.1% | $135,903-94.6% | $139,434-94.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.39% | 79.19%-48.8pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $2,197 | $5,243-58.1% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $2,197 | $8,100-72.9% | $7,758-71.7% | $6,710-67.3% |
| Admin fee / account holder | $21 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |