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 | $15,847 | $159,602-90.1% | $150,045-89.4% | $142,382-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.23% | 70.24%-35.0pp | 62.55%-27.3pp | 217.08%-181.8pp |
| Employer contribution / active EE | $1,199 | $4,961-75.8% | $4,693-74.5% | $4,299-72.1% |
| Participant deferral / active EE | $1,895 | $8,310-77.2% | $7,997-76.3% | $6,507-70.9% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |