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 | $2,639 | $106,584-97.5% | $101,326-97.4% | $142,382-98.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 81.5%-2.9pp | 80.1%-1.5pp |
| Annual return | 28.48% | 36.93%-8.4pp | 36.82%-8.3pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,143 | $3,956-71.1% | $3,665-68.8% | $4,299-73.4% |
| Participant deferral / active EE | $1,336 | $8,297-83.9% | $7,994-83.3% | $6,507-79.5% |
| Admin fee / account holder | $238 | $11,446-97.9% | $11,185-97.9% | $12,624-98.1% |