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 | $10,977 | $109,881-90.0% | $150,045-92.7% | $84,808-87.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 38.54% | 28.25%+10.3pp | 62.55%-24.0pp | 40.90%-2.4pp |
| Employer contribution / active EE | $1,322 | $3,561-62.9% | $4,693-71.8% | $2,631-49.8% |
| Participant deferral / active EE | $1,780 | $6,636-73.2% | $7,997-77.7% | $4,212-57.7% |
| Admin fee / account holder | $96 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |