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 5-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 | $7,856 | $106,584-92.6% | $101,326-92.2% | $142,382-94.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 15.07% | 36.93%-21.9pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $820 | $3,956-79.3% | $3,665-77.6% | $4,299-80.9% |
| Participant deferral / active EE | $694 | $8,297-91.6% | $7,994-91.3% | $6,507-89.3% |
| Admin fee / account holder | $35 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |