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 7-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 | $5,912 | $165,335-96.4% | $149,696-96.1% | $158,922-96.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 29.12% | 348.15%-319.0pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,537 | $5,103-69.9% | $4,644-66.9% | $4,761-67.7% |
| Participant deferral / active EE | $2,224 | $7,181-69.0% | $6,842-67.5% | $5,982-62.8% |
| Admin fee / account holder | $102 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |