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 | $13,085 | $109,881-88.1% | $150,045-91.3% | $84,808-84.6% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 22.14% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,092 | $3,561-69.3% | $4,693-76.7% | $2,631-58.5% |
| Participant deferral / active EE | $1,543 | $6,636-76.7% | $7,997-80.7% | $4,212-63.4% |
| Admin fee / account holder | $68 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |