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 10-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 | $10,159 | $49,227-79.4% | $70,449-85.6% | $79,858-87.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.69% | 30.06%-22.4pp | 109.03%-101.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,158 | $2,099-44.8% | $2,737-57.7% | $2,471-53.1% |
| Participant deferral / active EE | $312 | $2,768-88.7% | $3,709-91.6% | $3,740-91.7% |
| Admin fee / account holder | $223 | $2,878-92.3% | $3,845-94.2% | $5,306-95.8% |