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 | $3,804 | $150,440-97.5% | $136,294-97.2% | $147,584-97.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.54% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,006 | $5,256-80.9% | $4,695-78.6% | $4,876-79.4% |
| Participant deferral / active EE | $1,024 | $6,630-84.6% | $6,247-83.6% | $5,439-81.2% |
| Admin fee / account holder | $293 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |