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 3-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 | $4,319 | $64,839-93.3% | $95,585-95.5% | $84,808-94.9% |
| Participation rate | 81.5% | 63.8%+17.7pp | 72.1%+9.5pp | 68.3%+13.2pp |
| Annual return | 22.67% | -670.96%+693.6pp | 38.56%-15.9pp | 40.90%-18.2pp |
| Employer contribution / active EE | $683 | $1,759-61.2% | $2,527-73.0% | $2,631-74.0% |
| Participant deferral / active EE | $810 | $2,965-72.7% | $4,023-79.9% | $4,212-80.8% |
| Admin fee / account holder | $284 | $5,964-95.2% | $6,127-95.4% | $7,344-96.1% |