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 | $10,784 | $172,478-93.7% | $145,661-92.6% | $142,382-92.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.21% | 151.09%-134.9pp | 101.46%-85.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,094 | $4,899-77.7% | $4,238-74.2% | $4,299-74.6% |
| Participant deferral / active EE | $1,210 | $8,348-85.5% | $7,198-83.2% | $6,507-81.4% |
| Admin fee / account holder | $111 | $16,864-99.3% | $12,466-99.1% | $12,624-99.1% |