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 | $19,451 | $185,822-89.5% | $169,993-88.6% | $139,434-86.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 21.52% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,564 | $7,590-79.4% | $6,785-77.0% | $4,751-67.1% |
| Participant deferral / active EE | $1,564 | $11,622-86.5% | $10,408-85.0% | $6,710-76.7% |
| Admin fee / account holder | $8 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |