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 | $2,204 | $104,974-97.9% | $95,585-97.7% | $142,382-98.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.59% | 210.33%-192.7pp | 38.56%-21.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $372 | $2,779-86.6% | $2,527-85.3% | $4,299-91.3% |
| Participant deferral / active EE | $551 | $4,352-87.3% | $4,023-86.3% | $6,507-91.5% |
| Admin fee / account holder | $120 | $6,386-98.1% | $6,127-98.0% | $12,624-99.1% |