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 8-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 | $8,627 | $228,332-96.2% | $185,823-95.4% | $158,922-94.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.58% | 40.80%-17.2pp | 35.95%-12.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,559 | $4,967-68.6% | $4,087-61.9% | $4,761-67.3% |
| Participant deferral / active EE | $652 | $6,415-89.8% | $5,632-88.4% | $5,982-89.1% |
| Admin fee / account holder | $9 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |