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 3-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 | $2,242 | $74,927-97.0% | $101,794-97.8% | $84,808-97.4% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 23.10% | 18.70%+4.4pp | 30.53%-7.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $484 | $1,522-68.2% | $2,289-78.9% | $2,631-81.6% |
| Participant deferral / active EE | $878 | $3,099-71.7% | $4,084-78.5% | $4,212-79.2% |
| Admin fee / account holder | $27 | $6,514-99.6% | $8,777-99.7% | $7,344-99.6% |