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 10-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 | $4,683 | $102,616-95.4% | $81,983-94.3% | $158,922-97.1% |
| Participation rate | 73.3% | 75.5%-2.2pp | 69.2%+4.1pp | 82.0%-8.6pp |
| Annual return | 28.92% | 61.04%-32.1pp | 41.31%-12.4pp | 302.83%-273.9pp |
| Employer contribution / active EE | $465 | $3,240-85.6% | $2,498-81.4% | $4,761-90.2% |
| Participant deferral / active EE | $543 | $4,648-88.3% | $3,722-85.4% | $5,982-90.9% |
| Admin fee / account holder | $158 | $8,235-98.1% | $5,664-97.2% | $11,246-98.6% |