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 7-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 | $4,715 | $112,096-95.8% | $95,952-95.1% | $158,922-97.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 58.57% | 171.09%-112.5pp | 91.61%-33.0pp | 302.83%-244.3pp |
| Employer contribution / active EE | $965 | $3,198-69.8% | $2,541-62.0% | $4,761-79.7% |
| Participant deferral / active EE | $1,198 | $4,784-75.0% | $4,167-71.3% | $5,982-80.0% |
| Admin fee / account holder | $34 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |