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 | $5,501 | $127,065-95.7% | $113,168-95.1% | $142,382-96.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 23.51% | 24.03%-0.5pp | 24.27%-0.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $983 | $3,442-71.4% | $2,975-67.0% | $4,299-77.1% |
| Participant deferral / active EE | $1,355 | $5,716-76.3% | $5,107-73.5% | $6,507-79.2% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |