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 | $14,862 | $165,335-91.0% | $149,696-90.1% | $158,922-90.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.63% | 348.15%-304.5pp | 276.60%-233.0pp | 302.83%-259.2pp |
| Employer contribution / active EE | $4,914 | $5,103-3.7% | $4,644+5.8% | $4,761+3.2% |
| Participant deferral / active EE | $2,311 | $7,181-67.8% | $6,842-66.2% | $5,982-61.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |