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 | $6,509 | $175,202-96.3% | $149,673-95.7% | $139,434-95.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 29.29% | 166.71%-137.4pp | 134.42%-105.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,357 | $5,474-75.2% | $4,818-71.8% | $4,751-71.4% |
| Participant deferral / active EE | $1,357 | $6,519-79.2% | $5,680-76.1% | $6,710-79.8% |
| Admin fee / account holder | $49 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |