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 | $12,064 | $176,056-93.1% | $159,436-92.4% | $167,490-92.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.05% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,474 | $5,297-72.2% | $4,829-69.5% | $4,837-69.5% |
| Participant deferral / active EE | $2,556 | $7,750-67.0% | $7,352-65.2% | $6,341-59.7% |
| Admin fee / account holder | $166 | $12,554-98.7% | $10,799-98.5% | $12,309-98.6% |