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 10-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 | $3,311 | $39,122-91.5% | $57,179-94.2% | $62,891-94.7% |
| Participation rate | 86.6% | 70.5%+16.1pp | 75.3%+11.2pp | 69.3%+17.3pp |
| Annual return | 18.57% | 9.23%+9.3pp | 14.59%+4.0pp | 20.14%-1.6pp |
| Employer contribution / active EE | $1,988 | $1,874+6.1% | $2,682-25.9% | $2,281-12.8% |
| Participant deferral / active EE | $404 | $2,374-83.0% | $3,096-86.9% | $3,203-87.4% |
| Admin fee / account holder | $6 | $2,592-99.8% | $3,139-99.8% | $4,296-99.9% |