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 | $8,072 | $175,202-95.4% | $149,673-94.6% | $139,434-94.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 45.83% | 166.71%-120.9pp | 134.42%-88.6pp | 372.94%-327.1pp |
| Employer contribution / active EE | $6,800 | $5,474+24.2% | $4,818+41.1% | $4,751+43.1% |
| Participant deferral / active EE | $1,468 | $6,519-77.5% | $5,680-74.2% | $6,710-78.1% |
| Admin fee / account holder | $100 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |