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 6-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 | $7,592 | $115,882-93.4% | $100,516-92.4% | $158,922-95.2% |
| Participation rate | 94.4% | 81.6%+12.9pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 22.42% | 34.79%-12.4pp | 30.89%-8.5pp | 302.83%-280.4pp |
| Employer contribution / active EE | $621 | $4,103-84.9% | $3,418-81.8% | $4,761-86.9% |
| Participant deferral / active EE | $1,781 | $6,674-73.3% | $6,270-71.6% | $5,982-70.2% |
| Admin fee / account holder | $187 | $10,995-98.3% | $8,081-97.7% | $11,246-98.3% |