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 9-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 | $19,443 | $160,055-87.9% | $140,016-86.1% | $135,375-85.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 31.60% | 911.38%-879.8pp | 651.12%-619.5pp | 519.73%-488.1pp |
| Employer contribution / active EE | $1,488 | $6,420-76.8% | $5,606-73.5% | $4,779-68.9% |
| Participant deferral / active EE | $1,621 | $7,642-78.8% | $6,927-76.6% | $5,609-71.1% |
| Admin fee / account holder | $93 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |