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 10-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 | $17,150 | $159,901-89.3% | $146,958-88.3% | $145,922-88.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.36% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,907 | $5,286-63.9% | $4,933-61.3% | $4,660-59.1% |
| Participant deferral / active EE | $2,047 | $8,428-75.7% | $8,070-74.6% | $6,688-69.4% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |