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 | $5,732 | $105,181-94.6% | $159,436-96.4% | $85,850-93.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.44% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,309 | $3,318-60.6% | $4,829-72.9% | $2,565-49.0% |
| Participant deferral / active EE | $2,484 | $5,945-58.2% | $7,352-66.2% | $3,952-37.1% |
| Admin fee / account holder | $161 | $6,933-97.7% | $10,799-98.5% | $6,260-97.4% |