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 | $4,968 | $76,552-93.5% | $123,892-96.0% | $62,891-92.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.89% | 18.68%-5.8pp | 47.52%-34.6pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,356 | $2,883-18.3% | $4,617-49.0% | $2,281+3.3% |
| Participant deferral / active EE | $577 | $4,840-88.1% | $5,984-90.4% | $3,203-82.0% |
| Admin fee / account holder | $192 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |