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 | $10,159 | $165,335-93.9% | $149,696-93.2% | $158,922-93.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.91% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $915 | $5,103-82.1% | $4,644-80.3% | $4,761-80.8% |
| Participant deferral / active EE | $1,623 | $7,181-77.4% | $6,842-76.3% | $5,982-72.9% |
| Admin fee / account holder | $137 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |