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 8-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 | $5,674 | $124,281-95.4% | $109,143-94.8% | $167,490-96.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 16.18% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,281 | $4,207-69.5% | $3,722-65.6% | $4,837-73.5% |
| Participant deferral / active EE | $371 | $5,255-92.9% | $4,653-92.0% | $6,341-94.1% |
| Admin fee / account holder | $85 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |