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 4-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 | $11,407 | $94,752-88.0% | $112,887-89.9% | $139,434-91.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 40.88%-22.0pp | 34.10%-15.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,301 | $4,625-71.9% | $4,563-71.5% | $4,751-72.6% |
| Participant deferral / active EE | $1,301 | $6,512-80.0% | $6,513-80.0% | $6,710-80.6% |
| Admin fee / account holder | $181 | $8,527-97.9% | $7,047-97.4% | $11,403-98.4% |