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 | $8,457 | $93,571-91.0% | $135,903-93.8% | $75,163-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.37% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,356 | $3,537-33.4% | $4,856-51.5% | $2,670-11.7% |
| Participant deferral / active EE | $1,680 | $6,404-73.8% | $7,758-78.3% | $4,125-59.3% |
| Admin fee / account holder | $284 | $6,975-95.9% | $10,762-97.4% | $5,651-95.0% |