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 | $14,531 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.30% | 750.33%-749.0pp | 572.05%-570.7pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,627 | $5,243-69.0% | $4,814-66.2% | $4,740-65.7% |
| Participant deferral / active EE | $1,297 | $7,799-83.4% | $7,446-82.6% | $6,400-79.7% |
| Admin fee / account holder | $263 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |