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 8-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 | $6,069 | $152,587-96.0% | $125,175-95.2% | $152,861-96.0% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 29.93% | 54.84%-24.9pp | 43.79%-13.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,315 | $4,946-73.4% | $3,865-66.0% | $4,762-72.4% |
| Participant deferral / active EE | $1,501 | $5,868-74.4% | $4,937-69.6% | $5,850-74.3% |
| Admin fee / account holder | $128 | $13,434-99.0% | $9,702-98.7% | $11,596-98.9% |