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 | $5,869 | $80,717-92.7% | $154,803-96.2% | $84,808-93.1% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 17.49% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $439 | $2,761-84.1% | $4,305-89.8% | $2,631-83.3% |
| Participant deferral / active EE | $173 | $3,303-94.8% | $5,540-96.9% | $4,212-95.9% |
| Admin fee / account holder | $105 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |