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 | $21,037 | $109,881-80.9% | $150,045-86.0% | $84,808-75.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.71% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,654 | $3,561+2.6% | $4,693-22.1% | $2,631+38.9% |
| Participant deferral / active EE | $800 | $6,636-87.9% | $7,997-90.0% | $4,212-81.0% |
| Admin fee / account holder | $190 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |