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 | $4,575 | $135,952-96.6% | $123,892-96.3% | $273,961-98.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 20.51% | 56.63%-36.1pp | 47.52%-27.0pp | 41.45%-20.9pp |
| Employer contribution / active EE | $1,171 | $5,170-77.3% | $4,617-74.6% | $4,869-75.9% |
| Participant deferral / active EE | $1,312 | $6,343-79.3% | $5,984-78.1% | $5,287-75.2% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |