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 | $2,004 | $76,552-97.4% | $123,892-98.4% | $62,891-96.8% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 18.94% | 18.68%+0.3pp | 47.52%-28.6pp | 20.14%-1.2pp |
| Employer contribution / active EE | $629 | $2,883-78.2% | $4,617-86.4% | $2,281-72.4% |
| Participant deferral / active EE | $1,037 | $4,840-78.6% | $5,984-82.7% | $3,203-67.6% |
| Admin fee / account holder | $181 | $4,826-96.2% | $8,357-97.8% | $4,296-95.8% |