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 | $11,217 | $94,752-88.2% | $112,887-90.1% | $139,434-92.0% |
| Participation rate | 80.0% | 81.3%-1.3pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 18.33% | 40.88%-22.5pp | 34.10%-15.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $852 | $6,512-86.9% | $6,513-86.9% | $6,710-87.3% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |