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 | $5,763 | $201,272-97.1% | $184,203-96.9% | $145,922-96.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.84% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,528 | $7,022-78.2% | $6,427-76.2% | $4,660-67.2% |
| Participant deferral / active EE | $1,797 | $9,806-81.7% | $9,131-80.3% | $6,688-73.1% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |