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 | $5,208 | $95,266-94.5% | $82,389-93.7% | $142,382-96.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 14.33% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,500 | $2,991-49.9% | $2,517-40.4% | $4,299-65.1% |
| Participant deferral / active EE | $981 | $4,809-79.6% | $4,155-76.4% | $6,507-84.9% |
| Admin fee / account holder | $124 | $8,563-98.5% | $7,231-98.3% | $12,624-99.0% |