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 6-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 | $5,878 | $77,314-92.4% | $177,989-96.7% | $80,856-92.7% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 11.59% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $924 | $2,292-59.7% | $3,949-76.6% | $2,755-66.4% |
| Participant deferral / active EE | $1,374 | $4,411-68.9% | $6,276-78.1% | $4,296-68.0% |
| Admin fee / account holder | $120 | $7,191-98.3% | $10,363-98.8% | $6,918-98.3% |