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 3-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 | $3,704 | $117,983-96.9% | $101,794-96.4% | $142,382-97.4% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 26.59% | 36.92%-10.3pp | 30.53%-3.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $577 | $2,773-79.2% | $2,289-74.8% | $4,299-86.6% |
| Participant deferral / active EE | $936 | $4,714-80.1% | $4,084-77.1% | $6,507-85.6% |
| Admin fee / account holder | $11 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |