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 | $3,982 | $74,927-94.7% | $101,794-96.1% | $84,808-95.3% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.2%+18.7pp | 68.3%+19.6pp |
| Annual return | 23.70% | 18.70%+5.0pp | 30.53%-6.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $624 | $1,522-59.0% | $2,289-72.7% | $2,631-76.3% |
| Participant deferral / active EE | $942 | $3,099-69.6% | $4,084-76.9% | $4,212-77.6% |
| Admin fee / account holder | $168 | $6,514-97.4% | $8,777-98.1% | $7,344-97.7% |