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 | $7,693 | $114,381-93.3% | $107,525-92.8% | $142,382-94.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,565 | $4,015-61.0% | $3,754-58.3% | $4,299-63.6% |
| Participant deferral / active EE | $834 | $5,564-85.0% | $5,116-83.7% | $6,507-87.2% |
| Admin fee / account holder | $151 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |