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 | $6,388 | $98,750-93.5% | $149,696-95.7% | $79,858-92.0% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.6%+6.5pp |
| Annual return | 36.43% | 27.43%+9.0pp | 276.60%-240.2pp | 31.71%+4.7pp |
| Employer contribution / active EE | $651 | $3,216-79.8% | $4,644-86.0% | $2,471-73.6% |
| Participant deferral / active EE | $2,015 | $5,680-64.5% | $6,842-70.6% | $3,740-46.1% |
| Admin fee / account holder | $233 | $6,053-96.1% | $9,309-97.5% | $5,306-95.6% |