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 6-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 | $13,408 | $179,726-92.5% | $156,263-91.4% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.30% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,298 | $5,069-74.4% | $4,333-70.0% | $4,299-69.8% |
| Participant deferral / active EE | $1,268 | $6,956-81.8% | $6,158-79.4% | $6,507-80.5% |
| Admin fee / account holder | $269 | $17,272-98.4% | $14,255-98.1% | $12,624-97.9% |