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 7-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 | $5,342 | $165,335-96.8% | $149,696-96.4% | $158,922-96.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 33.79% | 348.15%-314.4pp | 276.60%-242.8pp | 302.83%-269.0pp |
| Employer contribution / active EE | $1,246 | $5,103-75.6% | $4,644-73.2% | $4,761-73.8% |
| Participant deferral / active EE | $2,190 | $7,181-69.5% | $6,842-68.0% | $5,982-63.4% |
| Admin fee / account holder | $138 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |