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 | $8,284 | $209,411-96.0% | $178,490-95.4% | $158,922-94.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.08% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,653 | $5,706-71.0% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $732 | $5,954-87.7% | $5,202-85.9% | $5,982-87.8% |
| Admin fee / account holder | $130 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |