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 | $23,084 | $214,378-89.2% | $200,582-88.5% | $142,382-83.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 22.03% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,143 | $6,841-54.1% | $6,419-51.0% | $4,299-26.9% |
| Participant deferral / active EE | $1,848 | $9,865-81.3% | $9,331-80.2% | $6,507-71.6% |
| Admin fee / account holder | $23 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |