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 | $6,893 | $117,983-94.2% | $101,794-93.2% | $142,382-95.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.16% | 36.92%-7.8pp | 30.53%-1.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,152 | $2,773-58.5% | $2,289-49.7% | $4,299-73.2% |
| Participant deferral / active EE | $1,152 | $4,714-75.6% | $4,084-71.8% | $6,507-82.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |