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 4-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 | $5,598 | $148,534-96.2% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 113.17% | 79.19%+34.0pp | 68.23%+44.9pp | 372.94%-259.8pp |
| Employer contribution / active EE | $1,932 | $5,243-63.2% | $4,856-60.2% | $4,751-59.3% |
| Participant deferral / active EE | $2,393 | $8,100-70.5% | $7,758-69.2% | $6,710-64.3% |
| Admin fee / account holder | $6 | $12,400-100.0% | $10,762-99.9% | $11,403-100.0% |