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 10-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 | $10,337 | $110,257-90.6% | $96,544-89.3% | $139,434-92.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 14.95% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,019 | $3,620-71.8% | $2,965-65.6% | $4,751-78.5% |
| Participant deferral / active EE | $1,480 | $5,548-73.3% | $4,851-69.5% | $6,710-77.9% |
| Admin fee / account holder | $95 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |