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 6-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 | $9,405 | $210,648-95.5% | $177,989-94.7% | $145,922-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.05% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,440 | $4,565-46.5% | $3,949-38.2% | $4,660-47.6% |
| Participant deferral / active EE | $822 | $6,958-88.2% | $6,276-86.9% | $6,688-87.7% |
| Admin fee / account holder | $47 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |