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 | $8,930 | $159,602-94.4% | $150,045-94.0% | $142,382-93.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.25% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,058 | $4,961-78.7% | $4,693-77.4% | $4,299-75.4% |
| Participant deferral / active EE | $1,870 | $8,310-77.5% | $7,997-76.6% | $6,507-71.3% |
| Admin fee / account holder | $194 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |