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 8-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 | $6,854 | $109,881-93.8% | $150,045-95.4% | $84,808-91.9% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 39.42% | 28.25%+11.2pp | 62.55%-23.1pp | 40.90%-1.5pp |
| Employer contribution / active EE | $1,217 | $3,561-65.8% | $4,693-74.1% | $2,631-53.7% |
| Participant deferral / active EE | $1,527 | $6,636-77.0% | $7,997-80.9% | $4,212-63.7% |
| Admin fee / account holder | $54 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |