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 | $18,206 | $179,726-89.9% | $156,263-88.3% | $142,382-87.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 18.30% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,357 | $5,069-14.1% | $4,333+0.5% | $4,299+1.3% |
| Participant deferral / active EE | $758 | $6,956-89.1% | $6,158-87.7% | $6,507-88.4% |
| Admin fee / account holder | $108 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |