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 | $9,627 | $176,056-94.5% | $159,436-94.0% | $167,490-94.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 19.82% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,427 | $5,297-73.1% | $4,829-70.5% | $4,837-70.5% |
| Participant deferral / active EE | $2,483 | $7,750-68.0% | $7,352-66.2% | $6,341-60.9% |
| Admin fee / account holder | $159 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |