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 | $9,359 | $45,073-79.2% | $69,455-86.5% | $72,985-87.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.79% | 22.65%-5.9pp | 28.97%-12.2pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,042 | $2,054-49.3% | $2,779-62.5% | $2,440-57.3% |
| Participant deferral / active EE | $338 | $2,602-87.0% | $3,535-90.5% | $3,607-90.6% |
| Admin fee / account holder | $284 | $3,056-90.7% | $3,839-92.6% | $5,124-94.4% |