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 7-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 | $8,598 | $109,413-92.1% | $156,263-94.5% | $84,808-89.9% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 18.77% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,904 | $4,590-58.5% | $6,158-69.1% | $4,212-54.8% |
| Admin fee / account holder | $104 | $9,357-98.9% | $14,255-99.3% | $7,344-98.6% |