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 | $10,540 | $159,901-93.4% | $146,958-92.8% | $145,922-92.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.10% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,257 | $5,286-76.2% | $4,933-74.5% | $4,660-73.0% |
| Participant deferral / active EE | $1,422 | $8,428-83.1% | $8,070-82.4% | $6,688-78.7% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |