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 | $8,987 | $176,056-94.9% | $159,436-94.4% | $167,490-94.6% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.65% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,045 | $5,297-80.3% | $4,829-78.4% | $4,837-78.4% |
| Participant deferral / active EE | $2,214 | $7,750-71.4% | $7,352-69.9% | $6,341-65.1% |
| Admin fee / account holder | $69 | $12,554-99.4% | $10,799-99.4% | $12,309-99.4% |