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 8-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 | $8,986 | $202,318-95.6% | $172,739-94.8% | $152,861-94.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.82% | 1029.65%-998.8pp | 802.84%-772.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,439 | $5,856-58.4% | $5,143-52.6% | $4,762-48.8% |
| Participant deferral / active EE | $1,299 | $5,948-78.2% | $5,198-75.0% | $5,850-77.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |