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 4-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 | $8,630 | $93,571-90.8% | $135,903-93.6% | $75,163-88.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 41.86% | 30.90%+11.0pp | 68.23%-26.4pp | 160.62%-118.8pp |
| Employer contribution / active EE | $1,492 | $3,537-57.8% | $4,856-69.3% | $2,670-44.1% |
| Participant deferral / active EE | $1,559 | $6,404-75.7% | $7,758-79.9% | $4,125-62.2% |
| Admin fee / account holder | $233 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |