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 | $3,452 | $80,717-95.7% | $154,803-97.8% | $84,808-95.9% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 22.54% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $524 | $2,761-81.0% | $4,305-87.8% | $2,631-80.1% |
| Participant deferral / active EE | $761 | $3,303-77.0% | $5,540-86.3% | $4,212-81.9% |
| Admin fee / account holder | $97 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |