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 10-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 | $16,794 | $52,836-68.2% | $105,738-84.1% | $64,186-73.8% |
| Participation rate | 71.4% | 66.5%+4.9pp | 76.3%-4.9pp | 69.6%+1.9pp |
| Annual return | 6.36% | 14.30%-7.9pp | 6.27%+0.1pp | 7.63%-1.3pp |
| Employer contribution / active EE | $562 | $1,827-69.2% | $3,268-82.8% | $2,381-76.4% |
| Participant deferral / active EE | $845 | $2,545-66.8% | $4,080-79.3% | $3,470-75.6% |
| Admin fee / account holder | $276 | $3,959-93.0% | $6,913-96.0% | $4,888-94.3% |