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 7-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 | $5,160 | $157,256-96.7% | $141,162-96.3% | $152,861-96.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.04% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,045 | $5,261-80.1% | $4,735-77.9% | $4,762-78.1% |
| Participant deferral / active EE | $1,703 | $7,109-76.1% | $6,709-74.6% | $5,850-70.9% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |