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 | $6,211 | $109,413-94.3% | $156,263-96.0% | $84,808-92.7% |
| Participation rate | 74.3% | 72.7%+1.6pp | 78.9%-4.6pp | 68.3%+6.0pp |
| Annual return | 26.11% | 20.18%+5.9pp | 59.47%-33.4pp | 40.90%-14.8pp |
| Employer contribution / active EE | $871 | $2,907-70.0% | $4,333-79.9% | $2,631-66.9% |
| Participant deferral / active EE | $1,490 | $4,590-67.5% | $6,158-75.8% | $4,212-64.6% |
| Admin fee / account holder | $241 | $9,357-97.4% | $14,255-98.3% | $7,344-96.7% |