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 | $17,204 | $157,256-89.1% | $141,162-87.8% | $152,861-88.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 19.29% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,710 | $5,261-67.5% | $4,735-63.9% | $4,762-64.1% |
| Participant deferral / active EE | $2,215 | $7,109-68.8% | $6,709-67.0% | $5,850-62.1% |
| Admin fee / account holder | $114 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |