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 4-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 | $13,606 | $95,803-85.8% | $113,168-88.0% | $84,808-84.0% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 20.69% | 25.00%-4.3pp | 24.27%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,377 | $2,360-41.7% | $2,975-53.7% | $2,631-47.7% |
| Participant deferral / active EE | $1,824 | $4,242-57.0% | $5,107-64.3% | $4,212-56.7% |
| Admin fee / account holder | $204 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |