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 10-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 | $4,934 | $69,518-92.9% | $59,878-91.8% | $135,375-96.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 7.75% | 7.94%-0.2pp | 3.46%+4.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,002 | $3,235-69.0% | $2,722-63.2% | $4,779-79.0% |
| Participant deferral / active EE | $455 | $4,206-89.2% | $3,402-86.6% | $5,609-91.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |