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 | $6,085 | $68,719-91.1% | $91,541-93.4% | $84,808-92.8% |
| Participation rate | 86.5% | 64.5%+22.0pp | 69.8%+16.7pp | 68.3%+18.2pp |
| Annual return | 22.00% | 19.12%+2.9pp | 20.50%+1.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $907 | $1,920-52.7% | $2,505-63.8% | $2,631-65.5% |
| Participant deferral / active EE | $1,090 | $3,136-65.2% | $4,008-72.8% | $4,212-74.1% |
| Admin fee / account holder | $253 | $5,786-95.6% | $6,956-96.4% | $7,344-96.6% |