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 | $4,663 | $89,753-94.8% | $107,525-95.7% | $84,808-94.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 21.78% | 29.48%-7.7pp | 181.32%-159.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,334 | $3,113-57.2% | $3,754-64.5% | $2,631-49.3% |
| Participant deferral / active EE | $1,563 | $4,056-61.5% | $5,116-69.5% | $4,212-62.9% |
| Admin fee / account holder | $199 | $7,222-97.2% | $8,919-97.8% | $7,344-97.3% |