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 | $5,524 | $89,753-93.8% | $107,525-94.9% | $84,808-93.5% |
| Participation rate | 74.1% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.8pp |
| Annual return | 46.46% | 29.48%+17.0pp | 181.32%-134.9pp | 40.90%+5.6pp |
| Employer contribution / active EE | $925 | $3,113-70.3% | $3,754-75.4% | $2,631-64.8% |
| Participant deferral / active EE | $1,031 | $4,056-74.6% | $5,116-79.8% | $4,212-75.5% |
| Admin fee / account holder | $126 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |