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 | $13,490 | $215,361-93.7% | $171,082-92.1% | $273,961-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.32% | 25.14%-20.8pp | 32.56%-28.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $4,906 | $4,967-1.2% | $4,002+22.6% | $4,869+0.8% |
| Participant deferral / active EE | $180 | $5,543-96.8% | $4,797-96.2% | $5,287-96.6% |
| Admin fee / account holder | $107 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |