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 5-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 | $15,063 | $159,901-90.6% | $146,958-89.7% | $145,922-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.17% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,240 | $5,286-76.5% | $4,933-74.9% | $4,660-73.4% |
| Participant deferral / active EE | $2,480 | $8,428-70.6% | $8,070-69.3% | $6,688-62.9% |
| Admin fee / account holder | $29 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |