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 | $8,326 | $46,553-82.1% | $64,056-87.0% | $75,163-88.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.32% | 26.03%-8.7pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,278 | $1,974+116.8% | $2,747+55.8% | $2,670+60.2% |
| Participant deferral / active EE | $371 | $2,837-86.9% | $3,880-90.4% | $4,125-91.0% |
| Admin fee / account holder | $197 | $2,952-93.3% | $3,068-93.6% | $5,651-96.5% |