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 8-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 | $4,218 | $49,177-91.4% | $79,464-94.7% | $64,186-93.4% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.2pp |
| Annual return | 1.61% | -1.16%+2.8pp | 718.14%-716.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $584 | $2,076-71.9% | $2,800-79.1% | $2,381-75.5% |
| Participant deferral / active EE | $339 | $2,821-88.0% | $3,704-90.9% | $3,470-90.2% |
| Admin fee / account holder | $211 | $3,839-94.5% | $5,113-95.9% | $4,888-95.7% |