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 | $6,473 | $176,056-96.3% | $159,436-95.9% | $167,490-96.1% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.44% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,221 | $5,297-77.0% | $4,829-74.7% | $4,837-74.8% |
| Participant deferral / active EE | $2,020 | $7,750-73.9% | $7,352-72.5% | $6,341-68.1% |
| Admin fee / account holder | $207 | $12,554-98.4% | $10,799-98.1% | $12,309-98.3% |