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 4-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 | $6,718 | $165,984-96.0% | $164,813-95.9% | $145,922-95.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.99% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,687 | $5,273-68.0% | $4,341-61.1% | $4,660-63.8% |
| Participant deferral / active EE | $1,820 | $6,959-73.8% | $6,031-69.8% | $6,688-72.8% |
| Admin fee / account holder | $216 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |