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 | $4,918 | $185,822-97.4% | $169,993-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 78.51% | 60.50%+18.0pp | 53.37%+25.1pp | 372.94%-294.4pp |
| Employer contribution / active EE | $1,771 | $7,590-76.7% | $6,785-73.9% | $4,751-62.7% |
| Participant deferral / active EE | $2,819 | $11,622-75.7% | $10,408-72.9% | $6,710-58.0% |
| Admin fee / account holder | $213 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |