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 | $8,162 | $148,534-94.5% | $135,903-94.0% | $139,434-94.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 36.78% | 79.19%-42.4pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $1,917 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $2,469 | $8,100-69.5% | $7,758-68.2% | $6,710-63.2% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |