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 7-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 | $5,046 | $110,257-95.4% | $96,544-94.8% | $139,434-96.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.15% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,054 | $3,620-70.9% | $2,965-64.5% | $4,751-77.8% |
| Participant deferral / active EE | $1,696 | $5,548-69.4% | $4,851-65.0% | $6,710-74.7% |
| Admin fee / account holder | $156 | $11,591-98.7% | $8,252-98.1% | $11,403-98.6% |