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 6-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 | $18,916 | $201,272-90.6% | $184,203-89.7% | $145,922-87.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,616 | $7,022-77.0% | $6,427-74.9% | $4,660-65.3% |
| Participant deferral / active EE | $2,250 | $9,806-77.1% | $9,131-75.4% | $6,688-66.4% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |