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 3-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 | $12,625 | $126,574-90.0% | $106,213-88.1% | $145,922-91.3% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.14% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,339 | $3,730-64.1% | $3,171-57.8% | $4,660-71.3% |
| Participant deferral / active EE | $1,548 | $5,724-72.9% | $5,016-69.1% | $6,688-76.8% |
| Admin fee / account holder | $196 | $17,304-98.9% | $11,033-98.2% | $13,397-98.5% |