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 5-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 | $8,697 | $175,202-95.0% | $149,673-94.2% | $139,434-93.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.91% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,625 | $5,474-70.3% | $4,818-66.3% | $4,751-65.8% |
| Participant deferral / active EE | $984 | $6,519-84.9% | $5,680-82.7% | $6,710-85.3% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |