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 | $2,435 | $81,248-97.0% | $155,509-98.4% | $80,856-97.0% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $430 | $3,100-86.1% | $4,672-90.8% | $2,755-84.4% |
| Participant deferral / active EE | $680 | $3,452-80.3% | $5,626-87.9% | $4,296-84.2% |
| Admin fee / account holder | $204 | $7,997-97.5% | $15,912-98.7% | $6,918-97.1% |