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 | $4,454 | $148,534-97.0% | $135,903-96.7% | $139,434-96.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 646.89% | 79.19%+567.7pp | 68.23%+578.7pp | 372.94%+273.9pp |
| Employer contribution / active EE | $1,316 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $1,387 | $8,100-82.9% | $7,758-82.1% | $6,710-79.3% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |