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 10-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 | $8,424 | $48,076-82.5% | $78,689-89.3% | $62,891-86.6% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 5.43% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,186 | $2,015+107.8% | $2,851+46.9% | $2,281+83.5% |
| Participant deferral / active EE | $512 | $2,588-80.2% | $3,517-85.5% | $3,203-84.0% |
| Admin fee / account holder | $26 | $3,207-99.2% | $4,510-99.4% | $4,296-99.4% |