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 8-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 | $17,839 | $197,591-91.0% | $177,821-90.0% | $158,922-88.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.26% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,575 | $6,697-46.6% | $5,918-39.6% | $4,761-24.9% |
| Participant deferral / active EE | $850 | $8,405-89.9% | $7,714-89.0% | $5,982-85.8% |
| Admin fee / account holder | $191 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |