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 | $4,857 | $111,754-95.7% | $103,333-95.3% | $145,922-96.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 17.51% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,631 | $4,212-61.3% | $3,868-57.8% | $4,660-65.0% |
| Participant deferral / active EE | $1,127 | $5,619-79.9% | $5,057-77.7% | $6,688-83.1% |
| Admin fee / account holder | $203 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |