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 9-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 | $28,623 | $209,411-86.3% | $178,490-84.0% | $158,922-82.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.19% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $10,071 | $5,706+76.5% | $5,011+101.0% | $4,761+111.5% |
| Participant deferral / active EE | $1,393 | $5,954-76.6% | $5,202-73.2% | $5,982-76.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |