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 | $8,068 | $173,345-95.3% | $136,007-94.1% | $145,922-94.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.81% | 1163.32%-1152.5pp | 579.32%-568.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,496 | $5,278-33.8% | $4,217-17.1% | $4,660-25.0% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,025-100.0% | $6,688-100.0% |
| Admin fee / account holder | $62 | $9,954-99.4% | $6,858-99.1% | $13,397-99.5% |