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 4-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 | $16,649 | $179,726-90.7% | $156,263-89.3% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.83% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,581 | $5,069-68.8% | $4,333-63.5% | $4,299-63.2% |
| Participant deferral / active EE | $2,044 | $6,956-70.6% | $6,158-66.8% | $6,507-68.6% |
| Admin fee / account holder | $146 | $17,272-99.2% | $14,255-99.0% | $12,624-98.8% |