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 7-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 | $10,536 | $176,056-94.0% | $159,436-93.4% | $167,490-93.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 59.43% | 331.75%-272.3pp | 263.57%-204.1pp | 478.56%-419.1pp |
| Employer contribution / active EE | $2,098 | $5,297-60.4% | $4,829-56.6% | $4,837-56.6% |
| Participant deferral / active EE | $2,538 | $7,750-67.2% | $7,352-65.5% | $6,341-60.0% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |