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 | $6,433 | $179,726-96.4% | $156,263-95.9% | $142,382-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.24% | 77.86%-54.6pp | 59.47%-36.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,362 | $5,069-73.1% | $4,333-68.6% | $4,299-68.3% |
| Participant deferral / active EE | $1,996 | $6,956-71.3% | $6,158-67.6% | $6,507-69.3% |
| Admin fee / account holder | $18 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |