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 6-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 | $7,567 | $209,411-96.4% | $178,490-95.8% | $158,922-95.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.22% | 188.75%-167.5pp | 151.07%-129.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $5,942 | $5,706+4.1% | $5,011+18.6% | $4,761+24.8% |
| Participant deferral / active EE | $1,928 | $5,954-67.6% | $5,202-62.9% | $5,982-67.8% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |