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 5-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 | $4,867 | $110,257-95.6% | $96,544-95.0% | $139,434-96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.28% | 26.32%-16.0pp | 25.84%-15.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $850 | $3,620-76.5% | $2,965-71.3% | $4,751-82.1% |
| Participant deferral / active EE | $1,472 | $5,548-73.5% | $4,851-69.7% | $6,710-78.1% |
| Admin fee / account holder | $57 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |