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 5-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 | $3,937 | $117,841-96.7% | $102,423-96.2% | $145,922-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.47% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,002 | $3,615-72.3% | $3,023-66.9% | $4,660-78.5% |
| Participant deferral / active EE | $1,170 | $5,731-79.6% | $5,053-76.8% | $6,688-82.5% |
| Admin fee / account holder | $18 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |