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 | $19,033 | $165,335-88.5% | $149,696-87.3% | $158,922-88.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.56% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,784 | $5,103-65.0% | $4,644-61.6% | $4,761-62.5% |
| Participant deferral / active EE | $1,934 | $7,181-73.1% | $6,842-71.7% | $5,982-67.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |