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 | $11,488 | $209,832-94.5% | $189,513-93.9% | $167,490-93.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.05% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,894 | $6,914-72.6% | $6,162-69.3% | $4,837-60.8% |
| Participant deferral / active EE | $3,042 | $8,935-66.0% | $8,221-63.0% | $6,341-52.0% |
| Admin fee / account holder | $231 | $14,293-98.4% | $12,045-98.1% | $12,309-98.1% |