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 | $4,967 | $93,571-94.7% | $135,903-96.3% | $75,163-93.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.46% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,403 | $3,537-60.3% | $4,856-71.1% | $2,670-47.5% |
| Participant deferral / active EE | $858 | $6,404-86.6% | $7,758-88.9% | $4,125-79.2% |
| Admin fee / account holder | $49 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |