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 7-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 | $4,666 | $115,770-96.0% | $101,248-95.4% | $158,922-97.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 55.29% | 56.14%-0.8pp | 46.47%+8.8pp | 302.83%-247.5pp |
| Employer contribution / active EE | $969 | $4,175-76.8% | $3,660-73.5% | $4,761-79.7% |
| Participant deferral / active EE | $1,107 | $4,957-77.7% | $4,370-74.7% | $5,982-81.5% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |