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 | $2,021 | $66,098-96.9% | $101,794-98.0% | $74,304-97.3% |
| Participation rate | 78.0% | 53.8%+24.2pp | 69.2%+8.8pp | 60.3%+17.6pp |
| Annual return | 17.94% | 19.59%-1.6pp | 30.53%-12.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $573 | $1,082-47.0% | $2,289-75.0% | $2,241-74.4% |
| Participant deferral / active EE | $654 | $2,781-76.5% | $4,084-84.0% | $3,767-82.6% |
| Admin fee / account holder | $177 | $4,146-95.7% | $8,777-98.0% | $2,969-94.0% |