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 | $8,912 | $43,327-79.4% | $59,878-85.1% | $64,186-86.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.63% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,002 | $2,028-50.6% | $2,722-63.2% | $2,381-57.9% |
| Participant deferral / active EE | $192 | $2,546-92.5% | $3,402-94.4% | $3,470-94.5% |
| Admin fee / account holder | $209 | $3,005-93.1% | $3,590-94.2% | $4,888-95.7% |