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 4-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 | $4,858 | $133,922-96.4% | $116,228-95.8% | $142,382-96.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 21.57% | 147.76%-126.2pp | 90.06%-68.5pp | 217.08%-195.5pp |
| Employer contribution / active EE | $702 | $3,446-79.6% | $2,994-76.6% | $4,299-83.7% |
| Participant deferral / active EE | $1,156 | $5,672-79.6% | $4,953-76.7% | $6,507-82.2% |
| Admin fee / account holder | $21 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |