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 8-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 | $11,263 | $152,587-92.6% | $125,175-91.0% | $152,861-92.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.41% | 54.84%-44.4pp | 43.79%-33.4pp | 345.32%-334.9pp |
| Employer contribution / active EE | $3,759 | $4,946-24.0% | $3,865-2.7% | $4,762-21.1% |
| Participant deferral / active EE | $1,649 | $5,868-71.9% | $4,937-66.6% | $5,850-71.8% |
| Admin fee / account holder | $60 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |