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 6-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 | $8,876 | $177,572-95.0% | $154,803-94.3% | $142,382-93.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 18.86% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,047 | $4,810-78.2% | $4,305-75.7% | $4,299-75.7% |
| Participant deferral / active EE | $1,481 | $6,272-76.4% | $5,540-73.3% | $6,507-77.2% |
| Admin fee / account holder | $198 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |