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 | $8,581 | $99,341-91.4% | $84,750-89.9% | $273,961-96.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 13.13% | 22.93%-9.8pp | 22.78%-9.7pp | 41.45%-28.3pp |
| Employer contribution / active EE | $696 | $4,214-83.5% | $3,574-80.5% | $4,869-85.7% |
| Participant deferral / active EE | $895 | $4,269-79.0% | $3,712-75.9% | $5,287-83.1% |
| Admin fee / account holder | $89 | $6,644-98.7% | $5,332-98.3% | $10,132-99.1% |