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 | $10,948 | $157,256-93.0% | $141,162-92.2% | $152,861-92.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 37.09% | 64.32%-27.2pp | 71.39%-34.3pp | 345.32%-308.2pp |
| Employer contribution / active EE | $1,815 | $5,261-65.5% | $4,735-61.7% | $4,762-61.9% |
| Participant deferral / active EE | $1,577 | $7,109-77.8% | $6,709-76.5% | $5,850-73.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |