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 | $7,116 | $98,240-92.8% | $82,313-91.4% | $147,584-95.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.60% | 30.85%-2.3pp | 25.88%+2.7pp | 578.55%-549.9pp |
| Employer contribution / active EE | $2,359 | $3,192-26.1% | $2,428-2.8% | $4,876-51.6% |
| Participant deferral / active EE | $503 | $4,383-88.5% | $3,706-86.4% | $5,439-90.7% |
| Admin fee / account holder | $26 | $8,563-99.7% | $5,608-99.5% | $10,885-99.8% |