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 | $6,621 | $228,332-97.1% | $185,823-96.4% | $158,922-95.8% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 20.62% | 40.80%-20.2pp | 35.95%-15.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $632 | $4,967-87.3% | $4,087-84.5% | $4,761-86.7% |
| Participant deferral / active EE | $1,141 | $6,415-82.2% | $5,632-79.7% | $5,982-80.9% |
| Admin fee / account holder | $46 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |