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 | $6,074 | $48,795-87.6% | $65,493-90.7% | $84,808-92.8% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 29.10% | 20.20%+8.9pp | 982.45%-953.3pp | 40.90%-11.8pp |
| Employer contribution / active EE | $665 | $1,930-65.6% | $2,574-74.2% | $2,631-74.7% |
| Participant deferral / active EE | $765 | $2,928-73.9% | $3,961-80.7% | $4,212-81.8% |
| Admin fee / account holder | $87 | $3,877-97.7% | $5,028-98.3% | $7,344-98.8% |