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 | $8,232 | $135,952-93.9% | $123,892-93.4% | $273,961-97.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.88% | 56.63%-46.8pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,319 | $5,170-74.5% | $4,617-71.4% | $4,869-72.9% |
| Participant deferral / active EE | $1,027 | $6,343-83.8% | $5,984-82.8% | $5,287-80.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |