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 4-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 | $9,529 | $201,272-95.3% | $184,203-94.8% | $145,922-93.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.79% | 29.00%+13.8pp | 28.81%+14.0pp | 561.29%-518.5pp |
| Employer contribution / active EE | $2,146 | $7,022-69.4% | $6,427-66.6% | $4,660-54.0% |
| Participant deferral / active EE | $3,012 | $9,806-69.3% | $9,131-67.0% | $6,688-55.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |