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 | $3,188 | $80,717-96.1% | $154,803-97.9% | $84,808-96.2% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 21.94% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,212 | $2,761-56.1% | $4,305-71.8% | $2,631-53.9% |
| Participant deferral / active EE | $539 | $3,303-83.7% | $5,540-90.3% | $4,212-87.2% |
| Admin fee / account holder | $114 | $6,746-98.3% | $14,329-99.2% | $7,344-98.5% |