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 10-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 | $28,285 | $183,963-84.6% | $162,163-82.6% | $152,861-81.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 14.71% | 150.76%-136.1pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,536 | $6,371-75.9% | $5,614-72.6% | $4,762-67.7% |
| Participant deferral / active EE | $1,547 | $8,034-80.7% | $7,298-78.8% | $5,850-73.6% |
| Admin fee / account holder | $22 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |