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 3-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 | $8,368 | $214,378-96.1% | $200,582-95.8% | $142,382-94.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.12% | 46.41%-22.3pp | 42.33%-18.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,830 | $6,841-58.6% | $6,419-55.9% | $4,299-34.2% |
| Participant deferral / active EE | $554 | $9,865-94.4% | $9,331-94.1% | $6,507-91.5% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |