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 6-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 | $3,656 | $80,717-95.5% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 20.97% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $803 | $2,761-70.9% | $4,305-81.3% | $2,631-69.5% |
| Participant deferral / active EE | $811 | $3,303-75.4% | $5,540-85.4% | $4,212-80.7% |
| Admin fee / account holder | $279 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |