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 9-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 | $5,485 | $60,892-91.0% | $82,389-93.3% | $84,808-93.5% |
| Participation rate | 79.5% | 63.3%+16.3pp | 69.5%+10.0pp | 68.3%+11.2pp |
| Annual return | 14.83% | 37.29%-22.5pp | 28.67%-13.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $401 | $1,779-77.5% | $2,517-84.1% | $2,631-84.8% |
| Participant deferral / active EE | $712 | $3,179-77.6% | $4,155-82.9% | $4,212-83.1% |
| Admin fee / account holder | $178 | $5,467-96.7% | $7,231-97.5% | $7,344-97.6% |