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 | $3,676 | $63,355-94.2% | $91,989-96.0% | $72,985-95.0% |
| Participation rate | 98.4% | 72.5%+25.9pp | 78.6%+19.8pp | 69.5%+29.0pp |
| Annual return | 36.10% | 35.35%+0.8pp | 69.02%-32.9pp | 81.00%-44.9pp |
| Employer contribution / active EE | $2,064 | $2,116-2.4% | $3,452-40.2% | $2,440-15.4% |
| Participant deferral / active EE | $674 | $4,883-86.2% | $5,923-88.6% | $3,607-81.3% |
| Admin fee / account holder | $189 | $4,668-96.0% | $7,743-97.6% | $5,124-96.3% |