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 | $11,476 | $155,788-92.6% | $124,672-90.8% | $167,490-93.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 43.00% | 17.97%+25.0pp | 5142.93%-5099.9pp | 478.56%-435.6pp |
| Employer contribution / active EE | $1,024 | $4,163-75.4% | $3,324-69.2% | $4,837-78.8% |
| Participant deferral / active EE | $1,025 | $5,673-81.9% | $4,614-77.8% | $6,341-83.8% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |