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 | $7,959 | $68,346-88.4% | $94,646-91.6% | $75,163-89.4% |
| Participation rate | 72.7% | 76.1%-3.4pp | 80.8%-8.1pp | 67.2%+5.5pp |
| Annual return | 18.25% | 616.93%-598.7pp | 156.71%-138.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $503 | $2,701-81.4% | $3,672-86.3% | $2,670-81.2% |
| Participant deferral / active EE | $1,547 | $6,537-76.3% | $7,418-79.2% | $4,125-62.5% |
| Admin fee / account holder | $161 | $5,326-97.0% | $7,231-97.8% | $5,651-97.1% |