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 | $7,254 | $159,901-95.5% | $146,958-95.1% | $145,922-95.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.15% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,038 | $5,286-80.4% | $4,933-79.0% | $4,660-77.7% |
| Participant deferral / active EE | $1,144 | $8,428-86.4% | $8,070-85.8% | $6,688-82.9% |
| Admin fee / account holder | $221 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |