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 | $6,091 | $226,064-97.3% | $182,532-96.7% | $152,861-96.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 45.12% | 192.51%-147.4pp | 148.54%-103.4pp | 345.32%-300.2pp |
| Employer contribution / active EE | $915 | $4,978-81.6% | $4,076-77.5% | $4,762-80.8% |
| Participant deferral / active EE | $986 | $6,368-84.5% | $5,524-82.2% | $5,850-83.1% |
| Admin fee / account holder | $232 | $10,703-97.8% | $8,592-97.3% | $11,596-98.0% |