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 7-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 | $7,401 | $115,770-93.6% | $101,248-92.7% | $158,922-95.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 21.78% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,032 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $1,012 | $4,957-79.6% | $4,370-76.8% | $5,982-83.1% |
| Admin fee / account holder | $94 | $7,245-98.7% | $5,945-98.4% | $11,246-99.2% |