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 8-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 | $8,279 | $159,901-94.8% | $146,958-94.4% | $145,922-94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,646 | $5,286-68.9% | $4,933-66.6% | $4,660-64.7% |
| Participant deferral / active EE | $1,646 | $8,428-80.5% | $8,070-79.6% | $6,688-75.4% |
| Admin fee / account holder | $94 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |