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 | $5,775 | $209,411-97.2% | $178,490-96.8% | $158,922-96.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.73% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,180 | $5,706-9.2% | $5,011+3.4% | $4,761+8.8% |
| Participant deferral / active EE | $108 | $5,954-98.2% | $5,202-97.9% | $5,982-98.2% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |