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 5-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 | $4,982 | $148,534-96.6% | $135,903-96.3% | $139,434-96.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.59% | 79.19%-44.6pp | 68.23%-33.6pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,171 | $5,243-77.7% | $4,856-75.9% | $4,751-75.3% |
| Participant deferral / active EE | $1,852 | $8,100-77.1% | $7,758-76.1% | $6,710-72.4% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |