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 | $6,434 | $157,256-95.9% | $141,162-95.4% | $152,861-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 193.38% | 64.32%+129.1pp | 71.39%+122.0pp | 345.32%-151.9pp |
| Employer contribution / active EE | $950 | $5,261-81.9% | $4,735-79.9% | $4,762-80.1% |
| Participant deferral / active EE | $1,682 | $7,109-76.3% | $6,709-74.9% | $5,850-71.2% |
| Admin fee / account holder | $62 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |