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 | $16,974 | $201,272-91.6% | $184,203-90.8% | $145,922-88.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 19.84% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,397 | $7,022-51.6% | $6,427-47.2% | $4,660-27.1% |
| Participant deferral / active EE | $2,123 | $9,806-78.3% | $9,131-76.8% | $6,688-68.3% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |