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 | $7,102 | $115,882-93.9% | $100,516-92.9% | $158,922-95.5% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 28.70% | 34.79%-6.1pp | 30.89%-2.2pp | 302.83%-274.1pp |
| Employer contribution / active EE | $941 | $4,103-77.1% | $3,418-72.5% | $4,761-80.2% |
| Participant deferral / active EE | $1,429 | $6,674-78.6% | $6,270-77.2% | $5,982-76.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |