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 | $10,834 | $183,519-94.1% | $155,509-93.0% | $145,922-92.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.83% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,743 | $5,313-67.2% | $4,672-62.7% | $4,660-62.6% |
| Participant deferral / active EE | $451 | $6,462-93.0% | $5,626-92.0% | $6,688-93.3% |
| Admin fee / account holder | $78 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |