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 | $14,346 | $179,726-92.0% | $156,263-90.8% | $142,382-89.9% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 17.08% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,098 | $5,069-78.3% | $4,333-74.7% | $4,299-74.5% |
| Participant deferral / active EE | $1,714 | $6,956-75.4% | $6,158-72.2% | $6,507-73.7% |
| Admin fee / account holder | $126 | $17,272-99.3% | $14,255-99.1% | $12,624-99.0% |