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 6-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 | $11,634 | $197,591-94.1% | $177,821-93.5% | $158,922-92.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.39% | 58.76%-39.4pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,957 | $6,697-70.8% | $5,918-66.9% | $4,761-58.9% |
| Participant deferral / active EE | $2,124 | $8,405-74.7% | $7,714-72.5% | $5,982-64.5% |
| Admin fee / account holder | $71 | $15,399-99.5% | $12,427-99.4% | $11,246-99.4% |