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 7-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 | $7,866 | $165,335-95.2% | $149,696-94.7% | $158,922-95.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 45.78% | 348.15%-302.4pp | 276.60%-230.8pp | 302.83%-257.0pp |
| Employer contribution / active EE | $1,087 | $5,103-78.7% | $4,644-76.6% | $4,761-77.2% |
| Participant deferral / active EE | $2,129 | $7,181-70.3% | $6,842-68.9% | $5,982-64.4% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |