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 | $9,309 | $159,602-94.2% | $150,045-93.8% | $142,382-93.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.30% | 70.24%-41.9pp | 62.55%-34.2pp | 217.08%-188.8pp |
| Employer contribution / active EE | $6,295 | $4,961+26.9% | $4,693+34.1% | $4,299+46.4% |
| Participant deferral / active EE | $630 | $8,310-92.4% | $7,997-92.1% | $6,507-90.3% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |