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 | $8,742 | $126,574-93.1% | $106,213-91.8% | $145,922-94.0% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 12.95% | 224.79%-211.8pp | 116.14%-103.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,749 | $3,730-53.1% | $3,171-44.9% | $4,660-62.5% |
| Participant deferral / active EE | $14 | $5,724-99.7% | $5,016-99.7% | $6,688-99.8% |
| Admin fee / account holder | $78 | $17,304-99.6% | $11,033-99.3% | $13,397-99.4% |