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 4-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 | $3,519 | $81,248-95.7% | $155,509-97.7% | $80,856-95.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.88% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $510 | $3,100-83.6% | $4,672-89.1% | $2,755-81.5% |
| Participant deferral / active EE | $802 | $3,452-76.8% | $5,626-85.7% | $4,296-81.3% |
| Admin fee / account holder | $295 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |