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 5-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 | $19,382 | $209,832-90.8% | $189,513-89.8% | $167,490-88.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $21,500 | $6,914+211.0% | $6,162+248.9% | $4,837+344.4% |
| Participant deferral / active EE | $2,890 | $8,935-67.7% | $8,221-64.8% | $6,341-54.4% |
| Admin fee / account holder | $22 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |