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 5-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 | $14,594 | $173,345-91.6% | $136,007-89.3% | $145,922-90.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.37% | 1163.32%-1150.9pp | 579.32%-566.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,088 | $5,278-60.4% | $4,217-50.5% | $4,660-55.2% |
| Participant deferral / active EE | $2,088 | $8,699-76.0% | $7,025-70.3% | $6,688-68.8% |
| Admin fee / account holder | $138 | $9,954-98.6% | $6,858-98.0% | $13,397-99.0% |