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 6-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 | $5,104 | $53,127-90.4% | $86,590-94.1% | $70,131-92.7% |
| Participation rate | 70.9% | 65.3%+5.6pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 32.71% | 27.66%+5.1pp | 964.84%-932.1pp | 73.14%-40.4pp |
| Employer contribution / active EE | $1,104 | $2,068-46.6% | $2,839-61.1% | $2,342-52.9% |
| Participant deferral / active EE | $698 | $2,696-74.1% | $3,609-80.6% | $3,332-79.0% |
| Admin fee / account holder | $2 | $3,585-99.9% | $4,906-100.0% | $4,645-100.0% |