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 | $5,887 | $159,602-96.3% | $150,045-96.1% | $142,382-95.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 67.79% | 70.24%-2.4pp | 62.55%+5.2pp | 217.08%-149.3pp |
| Employer contribution / active EE | $1,204 | $4,961-75.7% | $4,693-74.3% | $4,299-72.0% |
| Participant deferral / active EE | $2,176 | $8,310-73.8% | $7,997-72.8% | $6,507-66.6% |
| Admin fee / account holder | $206 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |