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 | $9,987 | $214,378-95.3% | $200,582-95.0% | $142,382-93.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.01% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,978 | $6,841-71.1% | $6,419-69.2% | $4,299-54.0% |
| Participant deferral / active EE | $2,093 | $9,865-78.8% | $9,331-77.6% | $6,507-67.8% |
| Admin fee / account holder | $19 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |