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 3-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 | $14,497 | $133,922-89.2% | $116,228-87.5% | $142,382-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.86% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,448 | $3,446-58.0% | $2,994-51.7% | $4,299-66.3% |
| Participant deferral / active EE | $1,448 | $5,672-74.5% | $4,953-70.8% | $6,507-77.8% |
| Admin fee / account holder | $201 | $14,945-98.7% | $11,989-98.3% | $12,624-98.4% |