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 | $7,020 | $175,202-96.0% | $149,673-95.3% | $139,434-95.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 2708.05% | 166.71%+2541.3pp | 134.42%+2573.6pp | 372.94%+2335.1pp |
| Employer contribution / active EE | $1,132 | $5,474-79.3% | $4,818-76.5% | $4,751-76.2% |
| Participant deferral / active EE | $1,790 | $6,519-72.5% | $5,680-68.5% | $6,710-73.3% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |