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 | $11,688 | $150,440-92.2% | $136,294-91.4% | $147,584-92.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.92% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $8,491 | $5,256+61.6% | $4,695+80.8% | $4,876+74.1% |
| Participant deferral / active EE | $1,692 | $6,630-74.5% | $6,247-72.9% | $5,439-68.9% |
| Admin fee / account holder | $24 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |