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 8-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 | $17,820 | $179,726-90.1% | $156,263-88.6% | $142,382-87.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.92% | 77.86%-59.9pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,884 | $5,069-62.8% | $4,333-56.5% | $4,299-56.2% |
| Participant deferral / active EE | $1,933 | $6,956-72.2% | $6,158-68.6% | $6,507-70.3% |
| Admin fee / account holder | $64 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |