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 | $7,865 | $117,841-93.3% | $102,423-92.3% | $145,922-94.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.94% | 31.65%-12.7pp | 29.32%-10.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,552 | $3,615-57.1% | $3,023-48.7% | $4,660-66.7% |
| Participant deferral / active EE | $1,614 | $5,731-71.8% | $5,053-68.1% | $6,688-75.9% |
| Admin fee / account holder | $171 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |