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 3-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 | $11,592 | $214,378-94.6% | $200,582-94.2% | $142,382-91.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.16% | 46.41%-20.2pp | 42.33%-16.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,781 | $6,841-74.0% | $6,419-72.2% | $4,299-58.6% |
| Participant deferral / active EE | $2,426 | $9,865-75.4% | $9,331-74.0% | $6,507-62.7% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |